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 8-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 | $126,673 | $156,846-19.2% | $121,098+4.6% | $139,434-9.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.79% | 1474.56%-1454.8pp | 985.75%-966.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $22,362 | $5,536+303.9% | $4,164+437.1% | $4,751+370.7% |
| Participant deferral / active EE | $19,049 | $4,844+293.2% | $4,080+366.9% | $6,710+183.9% |
| Admin fee / account holder | $1,777 | $6,946-74.4% | $5,644-68.5% | $11,403-84.4% |