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 | $180,363 | $158,398+13.9% | $126,539+42.5% | $142,382+26.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.90% | 593.76%-575.9pp | 425.95%-408.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,887 | $4,650-37.9% | $3,674-21.4% | $4,299-32.8% |
| Participant deferral / active EE | $10,463 | $4,767+119.5% | $4,083+156.3% | $6,507+60.8% |
| Admin fee / account holder | $971 | $6,918-86.0% | $6,065-84.0% | $12,624-92.3% |