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 | $139,136 | $103,376+34.6% | $87,100+59.7% | $152,861-9.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 76.92% | 28.10%+48.8pp | 28.19%+48.7pp | 345.32%-268.4pp |
| Employer contribution / active EE | $5,417 | $3,220+68.2% | $2,521+114.8% | $4,762+13.7% |
| Participant deferral / active EE | $22,084 | $4,778+362.2% | $4,049+445.5% | $5,850+277.5% |
| Admin fee / account holder | $2,493 | $12,205-79.6% | $7,497-66.7% | $11,596-78.5% |