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 | $128,906 | $70,606+82.6% | $53,898+139.2% | $142,382-9.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.79% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,582 | $1,202+31.6% | $932+69.7% | $4,299-63.2% |
| Participant deferral / active EE | $5,624 | $2,364+137.9% | $1,826+208.0% | $6,507-13.6% |
| Admin fee / account holder | $653 | $2,852-77.1% | $2,491-73.8% | $12,624-94.8% |