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 | $123,312 | $137,414-10.3% | $189,513-34.9% | $85,850+43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 28.48% | 38.14%-9.7pp | 555.15%-526.7pp | 318.53%-290.1pp |
| Employer contribution / active EE | $6,396 | $4,344+47.2% | $6,162+3.8% | $2,565+149.3% |
| Participant deferral / active EE | $11,667 | $6,260+86.4% | $8,221+41.9% | $3,952+195.2% |
| Admin fee / account holder | $36,322 | $8,630+320.9% | $12,045+201.6% | $6,260+480.2% |