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 | $137,925 | $183,963-25.0% | $162,163-14.9% | $152,861-9.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 214.67% | 150.76%+63.9pp | 115.59%+99.1pp | 345.32%-130.6pp |
| Employer contribution / active EE | $2,679 | $6,371-57.9% | $5,614-52.3% | $4,762-43.7% |
| Participant deferral / active EE | $10,800 | $8,034+34.4% | $7,298+48.0% | $5,850+84.6% |
| Admin fee / account holder | $920 | $13,121-93.0% | $10,843-91.5% | $11,596-92.1% |