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 | $131,922 | $105,998+24.5% | $92,233+43.0% | $147,584-10.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.30% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,510 | $4,333+4.1% | $3,679+22.6% | $4,876-7.5% |
| Participant deferral / active EE | $20,667 | $4,478+361.5% | $3,897+430.4% | $5,439+280.0% |
| Admin fee / account holder | $1,501 | $6,332-76.3% | $5,194-71.1% | $10,885-86.2% |