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 | $134,729 | $70,606+90.8% | $53,898+150.0% | $142,382-5.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.15% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,584 | $1,202+114.9% | $932+177.2% | $4,299-39.9% |
| Participant deferral / active EE | $5,340 | $2,364+125.9% | $1,826+192.4% | $6,507-17.9% |
| Admin fee / account holder | $1,063 | $2,852-62.7% | $2,491-57.3% | $12,624-91.6% |