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 | $126,064 | $102,317+23.2% | $146,958-14.2% | $80,856+55.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.70% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,887 | $3,713+139.3% | $4,933+80.2% | $2,755+222.6% |
| Participant deferral / active EE | $6,798 | $6,644+2.3% | $8,070-15.8% | $4,296+58.3% |
| Admin fee / account holder | $5,760 | $7,941-27.5% | $12,998-55.7% | $6,918-16.7% |