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 | $82,017 | $74,888+9.5% | $71,209+15.2% | $142,382-42.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.09% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,020 | $2,854+5.8% | $2,721+11.0% | $4,299-29.7% |
| Participant deferral / active EE | $8,912 | $4,454+100.1% | $4,175+113.5% | $6,507+37.0% |
| Admin fee / account holder | $4,435 | $5,568-20.4% | $5,349-17.1% | $12,624-64.9% |