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 9-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 | $164,748 | $105,998+55.4% | $92,233+78.6% | $147,584+11.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.48% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,255 | $4,333-48.0% | $3,679-38.7% | $4,876-53.8% |
| Participant deferral / active EE | $8,849 | $4,478+97.6% | $3,897+127.1% | $5,439+62.7% |
| Admin fee / account holder | $59,793 | $6,332+844.3% | $5,194+1051.3% | $10,885+449.3% |