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 | $123,469 | $108,642+13.6% | $74,701+65.3% | $152,861-19.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.38% | 114.06%-98.7pp | 752.92%-737.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $6,410 | $1,503+326.5% | $1,084+491.5% | $4,762+34.6% |
| Participant deferral / active EE | $2,219 | $2,712-18.2% | $1,964+13.0% | $5,850-62.1% |
| Admin fee / account holder | $825 | $4,902-83.2% | $3,333-75.2% | $11,596-92.9% |