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 | $116,403 | $135,635-14.2% | $110,238+5.6% | $135,375-14.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.69% | 513.19%-498.5pp | 314.74%-300.1pp | 519.73%-505.0pp |
| Employer contribution / active EE | $8,019 | $4,906+63.4% | $3,826+109.6% | $4,779+67.8% |
| Participant deferral / active EE | $6,131 | $5,506+11.3% | $4,672+31.2% | $5,609+9.3% |
| Admin fee / account holder | $65,869 | $11,457+474.9% | $8,547+670.6% | $10,827+508.4% |