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 | $175,953 | $158,398+11.1% | $126,539+39.1% | $142,382+23.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.27% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,032 | $4,650+94.2% | $3,674+145.8% | $4,299+110.1% |
| Participant deferral / active EE | $7,433 | $4,767+55.9% | $4,083+82.1% | $6,507+14.2% |
| Admin fee / account holder | $25,656 | $6,918+270.9% | $6,065+323.0% | $12,624+103.2% |