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 | $132,252 | $109,982+20.2% | $97,226+36.0% | $145,922-9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,984 | $3,084+61.6% | $2,729+82.6% | $4,660+7.0% |
| Participant deferral / active EE | $3,533 | $4,676-24.4% | $4,264-17.1% | $6,688-47.2% |
| Admin fee / account holder | $6,791 | $6,221+9.2% | $5,654+20.1% | $13,397-49.3% |