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 | $154,221 | $105,998+45.5% | $92,233+67.2% | $147,584+4.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.46% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,950 | $4,333-55.0% | $3,679-47.0% | $4,876-60.0% |
| Participant deferral / active EE | $1,346 | $4,478-69.9% | $3,897-65.5% | $5,439-75.3% |
| Admin fee / account holder | $12,592 | $6,332+98.9% | $5,194+142.5% | $10,885+15.7% |