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 | $136,974 | $70,756+93.6% | $65,493+109.1% | $142,382-3.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.92% | 1754.89%-1737.0pp | 982.45%-964.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,974 | $2,881+107.4% | $2,574+132.1% | $4,299+38.9% |
| Participant deferral / active EE | $8,218 | $4,637+77.2% | $3,961+107.5% | $6,507+26.3% |
| Admin fee / account holder | $34,550 | $6,559+426.8% | $5,028+587.1% | $12,624+173.7% |