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 | $136,383 | $74,888+82.1% | $71,209+91.5% | $142,382-4.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.62% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,128 | $2,854+114.7% | $2,721+125.2% | $4,299+42.6% |
| Participant deferral / active EE | $2,165 | $4,454-51.4% | $4,175-48.1% | $6,507-66.7% |
| Admin fee / account holder | $4,822 | $5,568-13.4% | $5,349-9.9% | $12,624-61.8% |