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 9-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 | $146,763 | $100,852+45.5% | $90,404+62.3% | $158,922-7.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.85% | 1724.20%-1702.4pp | 1293.02%-1271.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $29,516 | $3,689+700.2% | $3,262+804.9% | $4,761+519.9% |
| Participant deferral / active EE | $21,695 | $4,348+399.0% | $3,963+447.4% | $5,982+262.7% |
| Admin fee / account holder | $2,127 | $6,501-67.3% | $5,611-62.1% | $11,246-81.1% |