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 | $129,520 | $126,574+2.3% | $106,213+21.9% | $145,922-11.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.88% | 224.79%-202.9pp | 116.14%-94.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,806 | $3,730+2.0% | $3,171+20.0% | $4,660-18.3% |
| Participant deferral / active EE | $8,201 | $5,724+43.3% | $5,016+63.5% | $6,688+22.6% |
| Admin fee / account holder | $1,898 | $17,304-89.0% | $11,033-82.8% | $13,397-85.8% |