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 | $123,725 | $102,317+20.9% | $146,958-15.8% | $80,856+53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.87% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,700 | $3,713+107.4% | $4,933+56.1% | $2,755+179.5% |
| Participant deferral / active EE | $12,105 | $6,644+82.2% | $8,070+50.0% | $4,296+181.8% |
| Admin fee / account holder | $1,338 | $7,941-83.2% | $12,998-89.7% | $6,918-80.7% |