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 | $158,446 | $105,181+50.6% | $159,436-0.6% | $85,850+84.6% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 41.12% | 45.07%-4.0pp | 263.57%-222.4pp | 318.53%-277.4pp |
| Employer contribution / active EE | $17,786 | $3,318+436.0% | $4,829+268.3% | $2,565+593.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,477 | $6,933-78.7% | $10,799-86.3% | $6,260-76.4% |