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 | $115,926 | $102,317+13.3% | $146,958-21.1% | $80,856+43.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.89% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $18,678 | $3,713+403.0% | $4,933+278.6% | $2,755+578.0% |
| Participant deferral / active EE | $15,219 | $6,644+129.1% | $8,070+88.6% | $4,296+254.3% |
| Admin fee / account holder | $5,799 | $7,941-27.0% | $12,998-55.4% | $6,918-16.2% |