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 | $135,246 | $106,890+26.5% | $84,015+61.0% | $152,861-11.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.46% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,805 | $2,734+75.7% | $1,983+142.3% | $4,762+0.9% |
| Participant deferral / active EE | $5,347 | $4,011+33.3% | $3,239+65.1% | $5,850-8.6% |
| Admin fee / account holder | $13,695 | $8,285+65.3% | $6,101+124.5% | $11,596+18.1% |