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 | $121,365 | $126,574-4.1% | $106,213+14.3% | $145,922-16.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.09% | 224.79%-211.7pp | 116.14%-103.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,212 | $3,730+12.9% | $3,171+32.8% | $4,660-9.6% |
| Participant deferral / active EE | $4,727 | $5,724-17.4% | $5,016-5.8% | $6,688-29.3% |
| Admin fee / account holder | $1,014 | $17,304-94.1% | $11,033-90.8% | $13,397-92.4% |