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 | $127,029 | $133,922-5.1% | $116,228+9.3% | $142,382-10.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.54% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.5pp |
| Employer contribution / active EE | $28,719 | $3,446+733.5% | $2,994+859.1% | $4,299+568.0% |
| Participant deferral / active EE | $26,000 | $5,672+358.4% | $4,953+424.9% | $6,507+299.6% |
| Admin fee / account holder | $44,091 | $14,945+195.0% | $11,989+267.8% | $12,624+249.3% |