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 | $126,759 | $105,998+19.6% | $92,233+37.4% | $147,584-14.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.01% | 50.05%-28.0pp | 176.28%-154.3pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,036 | $4,333-29.9% | $3,679-17.5% | $4,876-37.7% |
| Participant deferral / active EE | $10,457 | $4,478+133.5% | $3,897+168.3% | $5,439+92.3% |
| Admin fee / account holder | $1,420 | $6,332-77.6% | $5,194-72.7% | $10,885-87.0% |