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 | $162,417 | $99,020+64.0% | $86,590+87.6% | $147,584+10.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.06% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $4,419 | $3,132+41.1% | $2,839+55.6% | $4,876-9.4% |
| Participant deferral / active EE | $9,582 | $3,972+141.2% | $3,609+165.5% | $5,439+76.2% |
| Admin fee / account holder | $609 | $5,710-89.3% | $4,906-87.6% | $10,885-94.4% |