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 | $127,066 | $105,998+19.9% | $92,233+37.8% | $147,584-13.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.11% | 50.05%-29.9pp | 176.28%-156.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $11,318 | $4,333+161.2% | $3,679+207.6% | $4,876+132.1% |
| Participant deferral / active EE | $4,808 | $4,478+7.4% | $3,897+23.4% | $5,439-11.6% |
| Admin fee / account holder | $3,462 | $6,332-45.3% | $5,194-33.3% | $10,885-68.2% |