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 | $134,370 | $118,849+13.1% | $96,562+39.2% | $167,490-19.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.11% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,782 | $3,120+117.4% | $2,356+187.8% | $4,837+40.2% |
| Participant deferral / active EE | $14,528 | $4,616+214.7% | $3,849+277.5% | $6,341+129.1% |
| Admin fee / account holder | $418 | $8,065-94.8% | $6,181-93.2% | $12,309-96.6% |