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 | $121,110 | $105,998+14.3% | $92,233+31.3% | $147,584-17.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.60% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,049 | $4,333-29.6% | $3,679-17.1% | $4,876-37.5% |
| Participant deferral / active EE | $7,368 | $4,478+64.6% | $3,897+89.1% | $5,439+35.5% |
| Admin fee / account holder | $9,597 | $6,332+51.6% | $5,194+84.8% | $10,885-11.8% |