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 | $130,605 | $109,817+18.9% | $98,442+32.7% | $167,490-22.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.42% | 1956.69%-1946.3pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,951 | $3,224+53.6% | $2,960+67.3% | $4,837+2.3% |
| Participant deferral / active EE | $2,046 | $4,673-56.2% | $4,276-52.2% | $6,341-67.7% |
| Admin fee / account holder | $627 | $6,753-90.7% | $5,949-89.5% | $12,309-94.9% |