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 | $122,440 | $108,642+12.7% | $74,701+63.9% | $152,861-19.9% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 22.68% | 114.06%-91.4pp | 752.92%-730.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,093 | $1,503+39.2% | $1,084+93.1% | $4,762-56.1% |
| Participant deferral / active EE | $5,127 | $2,712+89.0% | $1,964+161.1% | $5,850-12.4% |
| Admin fee / account holder | $1,041 | $4,902-78.8% | $3,333-68.8% | $11,596-91.0% |