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 | $139,867 | $102,317+36.7% | $146,958-4.8% | $80,856+73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.53% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,966 | $3,713-47.0% | $4,933-60.1% | $2,755-28.6% |
| Participant deferral / active EE | $3,454 | $6,644-48.0% | $8,070-57.2% | $4,296-19.6% |
| Admin fee / account holder | $9,983 | $7,941+25.7% | $12,998-23.2% | $6,918+44.3% |