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 | $190,286 | $158,398+20.1% | $126,539+50.4% | $142,382+33.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.74% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $11,050 | $4,650+137.6% | $3,674+200.8% | $4,299+157.0% |
| Participant deferral / active EE | $8,882 | $4,767+86.3% | $4,083+117.6% | $6,507+36.5% |
| Admin fee / account holder | $3,577 | $6,918-48.3% | $6,065-41.0% | $12,624-71.7% |