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 | $129,371 | $112,881+14.6% | $90,951+42.2% | $158,922-18.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.59% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $10,705 | $2,893+270.0% | $2,122+404.5% | $4,761+124.8% |
| Participant deferral / active EE | $6,624 | $4,128+60.5% | $3,373+96.4% | $5,982+10.7% |
| Admin fee / account holder | $993 | $8,041-87.7% | $5,959-83.3% | $11,246-91.2% |