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 | $126,989 | $102,317+24.1% | $146,958-13.6% | $80,856+57.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.15% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,909 | $3,713+59.1% | $4,933+19.8% | $2,755+114.5% |
| Participant deferral / active EE | $11,636 | $6,644+75.1% | $8,070+44.2% | $4,296+170.9% |
| Admin fee / account holder | $14,995 | $7,941+88.8% | $12,998+15.4% | $6,918+116.8% |