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 | $143,518 | $109,327+31.3% | $89,391+60.6% | $158,922-9.7% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.0%+21.5pp | 82.0%+7.5pp |
| Annual return | 19.39% | 345.68%-326.3pp | 245.62%-226.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $7,852 | $3,170+147.7% | $2,586+203.7% | $4,761+64.9% |
| Participant deferral / active EE | $6,728 | $4,598+46.3% | $3,890+72.9% | $5,982+12.5% |
| Admin fee / account holder | $11,626 | $6,153+89.0% | $4,881+138.2% | $11,246+3.4% |