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 | $172,259 | $105,998+62.5% | $92,233+86.8% | $147,584+16.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.12% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $11,755 | $4,333+171.3% | $3,679+219.5% | $4,876+141.1% |
| Participant deferral / active EE | $8,349 | $4,478+86.5% | $3,897+114.3% | $5,439+53.5% |
| Admin fee / account holder | $508 | $6,332-92.0% | $5,194-90.2% | $10,885-95.3% |