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 3-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 | $158,923 | $156,846+1.3% | $121,098+31.2% | $139,434+14.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.03% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $15,695 | $5,536+183.5% | $4,164+277.0% | $4,751+230.4% |
| Participant deferral / active EE | $12,100 | $4,844+149.8% | $4,080+196.6% | $6,710+80.3% |
| Admin fee / account holder | $26,320 | $6,946+278.9% | $5,644+366.3% | $11,403+130.8% |