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 | $141,076 | $118,849+18.7% | $96,562+46.1% | $167,490-15.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.56% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,541 | $3,120+45.6% | $2,356+92.7% | $4,837-6.1% |
| Participant deferral / active EE | $4,381 | $4,616-5.1% | $3,849+13.8% | $6,341-30.9% |
| Admin fee / account holder | $8,210 | $8,065+1.8% | $6,181+32.8% | $12,309-33.3% |