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 | $117,457 | $108,642+8.1% | $74,701+57.2% | $152,861-23.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 29.86% | 114.06%-84.2pp | 752.92%-723.1pp | 345.32%-315.5pp |
| Employer contribution / active EE | $7,568 | $1,503+403.6% | $1,084+598.4% | $4,762+58.9% |
| Participant deferral / active EE | $13,786 | $2,712+408.3% | $1,964+602.1% | $5,850+135.7% |
| Admin fee / account holder | $1,327 | $4,902-72.9% | $3,333-60.2% | $11,596-88.6% |