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 | $132,572 | $100,852+31.5% | $90,404+46.6% | $158,922-16.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.09% | 1724.20%-1696.1pp | 1293.02%-1264.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,838 | $3,689-50.2% | $3,262-43.7% | $4,761-61.4% |
| Participant deferral / active EE | $14,554 | $4,348+234.7% | $3,963+267.2% | $5,982+143.3% |
| Admin fee / account holder | $7,076 | $6,501+8.8% | $5,611+26.1% | $11,246-37.1% |