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 | $163,948 | $100,852+62.6% | $90,404+81.4% | $158,922+3.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.92% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,089 | $3,689+38.0% | $3,262+56.0% | $4,761+6.9% |
| Participant deferral / active EE | $17,998 | $4,348+314.0% | $3,963+354.1% | $5,982+200.9% |
| Admin fee / account holder | $1,074 | $6,501-83.5% | $5,611-80.9% | $11,246-90.4% |