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 | $149,443 | $115,770+29.1% | $101,248+47.6% | $158,922-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $19,001 | $4,175+355.2% | $3,660+419.2% | $4,761+299.1% |
| Participant deferral / active EE | $2,525 | $4,957-49.1% | $4,370-42.2% | $5,982-57.8% |
| Admin fee / account holder | $621 | $7,245-91.4% | $5,945-89.6% | $11,246-94.5% |