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 | $85,245 | $106,890-20.2% | $84,015+1.5% | $152,861-44.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.69% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,608 | $2,734+32.0% | $1,983+81.9% | $4,762-24.2% |
| Participant deferral / active EE | $8,131 | $4,011+102.7% | $3,239+151.1% | $5,850+39.0% |
| Admin fee / account holder | $956 | $8,285-88.5% | $6,101-84.3% | $11,596-91.8% |