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 | $146,827 | $111,724+31.4% | $93,606+56.9% | $145,922+0.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.31% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,888 | $3,090-6.5% | $2,420+19.3% | $4,660-38.0% |
| Participant deferral / active EE | $13,286 | $4,912+170.5% | $4,411+201.2% | $6,688+98.7% |
| Admin fee / account holder | $888 | $10,250-91.3% | $8,285-89.3% | $13,397-93.4% |