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 | $119,633 | $105,998+12.9% | $92,233+29.7% | $147,584-18.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 15.40% | 50.05%-34.6pp | 176.28%-160.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,679+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $1,563 | $4,478-65.1% | $3,897-59.9% | $5,439-71.3% |
| Admin fee / account holder | $2,670 | $6,332-57.8% | $5,194-48.6% | $10,885-75.5% |