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 | $132,899 | $158,398-16.1% | $126,539+5.0% | $142,382-6.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.52% | 593.76%-577.2pp | 425.95%-409.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $423 | $4,650-90.9% | $3,674-88.5% | $4,299-90.2% |
| Participant deferral / active EE | $13,150 | $4,767+175.9% | $4,083+222.1% | $6,507+102.1% |
| Admin fee / account holder | $2,181 | $6,918-68.5% | $6,065-64.0% | $12,624-82.7% |