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 | $119,121 | $114,047+4.4% | $96,139+23.9% | $167,490-28.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.03% | 189.88%-163.9pp | 191.94%-165.9pp | 478.56%-452.5pp |
| Employer contribution / active EE | $3,921 | $3,427+14.4% | $2,797+40.2% | $4,837-18.9% |
| Participant deferral / active EE | $1,105 | $5,194-78.7% | $4,349-74.6% | $6,341-82.6% |
| Admin fee / account holder | $29,428 | $6,897+326.7% | $5,537+431.5% | $12,309+139.1% |