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 | $79,071 | $74,888+5.6% | $71,209+11.0% | $142,382-44.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 117.68% | 345.14%-227.5pp | 282.51%-164.8pp | 217.08%-99.4pp |
| Employer contribution / active EE | $15,760 | $2,854+452.1% | $2,721+479.2% | $4,299+266.6% |
| Participant deferral / active EE | $18,118 | $4,454+306.7% | $4,175+333.9% | $6,507+178.4% |
| Admin fee / account holder | $2,608 | $5,568-53.2% | $5,349-51.2% | $12,624-79.3% |