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 | $169,499 | $105,998+59.9% | $92,233+83.8% | $147,584+14.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.36% | 50.05%-38.7pp | 176.28%-164.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,832 | $4,333-34.6% | $3,679-23.0% | $4,876-41.9% |
| Participant deferral / active EE | $3,432 | $4,478-23.4% | $3,897-11.9% | $5,439-36.9% |
| Admin fee / account holder | $5,164 | $6,332-18.5% | $5,194-0.6% | $10,885-52.6% |