See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,412 | $106,890+31.4% | $84,015+67.1% | $152,861-8.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 29.31% | 104.99%-75.7pp | 71.31%-42.0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $16,996 | $2,734+521.6% | $1,983+756.9% | $4,762+256.9% |
| Participant deferral / active EE | $8,553 | $4,011+113.2% | $3,239+164.1% | $5,850+46.2% |
| Admin fee / account holder | $2,122 | $8,285-74.4% | $6,101-65.2% | $11,596-81.7% |