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 | $176,503 | $105,998+66.5% | $92,233+91.4% | $147,584+19.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.47% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,230 | $4,333-71.6% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $22,000 | $4,478+391.3% | $3,897+464.6% | $5,439+304.5% |
| Admin fee / account holder | $3,407 | $6,332-46.2% | $5,194-34.4% | $10,885-68.7% |