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 | $120,563 | $105,998+13.7% | $92,233+30.7% | $147,584-18.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,878 | $4,333+104.9% | $3,679+141.3% | $4,876+82.1% |
| Participant deferral / active EE | $5,806 | $4,478+29.7% | $3,897+49.0% | $5,439+6.8% |
| Admin fee / account holder | $30,486 | $6,332+381.4% | $5,194+487.0% | $10,885+180.1% |