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 | $131,250 | $150,187-12.6% | $120,354+9.1% | $145,922-10.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.42% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,475 | $4,348+2.9% | $3,463+29.2% | $4,660-4.0% |
| Participant deferral / active EE | $8,540 | $6,173+38.3% | $4,991+71.1% | $6,688+27.7% |
| Admin fee / account holder | $1,670 | $12,207-86.3% | $9,423-82.3% | $13,397-87.5% |