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 | $126,879 | $105,998+19.7% | $92,233+37.6% | $147,584-14.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.96% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $23,263 | $4,333+436.9% | $3,679+532.2% | $4,876+377.1% |
| Participant deferral / active EE | $5,454 | $4,478+21.8% | $3,897+40.0% | $5,439+0.3% |
| Admin fee / account holder | $3,829 | $6,332-39.5% | $5,194-26.3% | $10,885-64.8% |