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 | $127,269 | $70,756+79.9% | $65,493+94.3% | $142,382-10.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 1754.89%-1738.7pp | 982.45%-966.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,057 | $2,881+110.3% | $2,574+135.3% | $4,299+40.9% |
| Participant deferral / active EE | $7,098 | $4,637+53.1% | $3,961+79.2% | $6,507+9.1% |
| Admin fee / account holder | $2,100 | $6,559-68.0% | $5,028-58.2% | $12,624-83.4% |