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 | $128,552 | $112,881+13.9% | $90,951+41.3% | $158,922-19.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.41% | 215.79%-192.4pp | 134.60%-111.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $4,186 | $2,893+44.7% | $2,122+97.3% | $4,761-12.1% |
| Participant deferral / active EE | $3,190 | $4,128-22.7% | $3,373-5.4% | $5,982-46.7% |
| Admin fee / account holder | $1,800 | $8,041-77.6% | $5,959-69.8% | $11,246-84.0% |