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 | $163,903 | $102,317+60.2% | $146,958+11.5% | $80,856+102.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.81% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,538 | $3,713+103.0% | $4,933+52.8% | $2,755+173.6% |
| Participant deferral / active EE | $8,655 | $6,644+30.3% | $8,070+7.2% | $4,296+101.5% |
| Admin fee / account holder | $13,455 | $7,941+69.4% | $12,998+3.5% | $6,918+94.5% |