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 | $125,796 | $105,998+18.7% | $92,233+36.4% | $147,584-14.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.88% | 50.05%-37.2pp | 176.28%-163.4pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,486 | $4,333-42.6% | $3,679-32.4% | $4,876-49.0% |
| Participant deferral / active EE | $6,949 | $4,478+55.2% | $3,897+78.3% | $5,439+27.8% |
| Admin fee / account holder | $2,346 | $6,332-63.0% | $5,194-54.8% | $10,885-78.4% |