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 | $125,093 | $209,832-40.4% | $189,513-34.0% | $167,490-25.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 748.27%-731.6pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,735 | $6,914-46.0% | $6,162-39.4% | $4,837-22.8% |
| Participant deferral / active EE | $9,490 | $8,935+6.2% | $8,221+15.4% | $6,341+49.7% |
| Admin fee / account holder | $5,350 | $14,293-62.6% | $12,045-55.6% | $12,309-56.5% |