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 | $109,609 | $102,317+7.1% | $146,958-25.4% | $80,856+35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,078 | $3,713+36.8% | $4,933+2.9% | $2,755+84.3% |
| Participant deferral / active EE | $14,279 | $6,644+114.9% | $8,070+76.9% | $4,296+232.4% |
| Admin fee / account holder | $7,500 | $7,941-5.6% | $12,998-42.3% | $6,918+8.4% |