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 | $124,631 | $74,888+66.4% | $71,209+75.0% | $142,382-12.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 224.32% | 345.14%-120.8pp | 282.51%-58.2pp | 217.08%+7.2pp |
| Employer contribution / active EE | $3,493 | $2,854+22.4% | $2,721+28.4% | $4,299-18.8% |
| Participant deferral / active EE | $9,287 | $4,454+108.5% | $4,175+122.4% | $6,507+42.7% |
| Admin fee / account holder | $789 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |