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 | $157,580 | $102,966+53.0% | $90,281+74.5% | $152,861+3.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 24.33% | 95.16%-70.8pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,943 | $3,139+121.2% | $2,854+143.2% | $4,762+45.8% |
| Participant deferral / active EE | $12,960 | $4,281+202.7% | $3,885+233.6% | $5,850+121.5% |
| Admin fee / account holder | $970 | $6,171-84.3% | $5,351-81.9% | $11,596-91.6% |