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 | $122,250 | $159,901-23.5% | $146,958-16.8% | $145,922-16.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 20.84% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $8,814 | $5,286+66.7% | $4,933+78.7% | $4,660+89.2% |
| Participant deferral / active EE | $11,403 | $8,428+35.3% | $8,070+41.3% | $6,688+70.5% |
| Admin fee / account holder | $3,979 | $15,044-73.5% | $12,998-69.4% | $13,397-70.3% |