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 | $176,640 | $105,181+67.9% | $159,436+10.8% | $85,850+105.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.68% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $5,999 | $3,318+80.8% | $4,829+24.2% | $2,565+133.9% |
| Participant deferral / active EE | $6,983 | $5,945+17.5% | $7,352-5.0% | $3,952+76.7% |
| Admin fee / account holder | $30,047 | $6,933+333.4% | $10,799+178.2% | $6,260+380.0% |