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 7-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 | $143,378 | $83,902+70.9% | $167,512-14.4% | $84,808+69.1% |
| Participation rate | 75.9% | 66.5%+9.5pp | 77.1%-1.1pp | 68.3%+7.6pp |
| Annual return | 18.68% | 91.55%-72.9pp | 1615.79%-1597.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,318 | $2,264+134.9% | $3,882+37.0% | $2,631+102.1% |
| Participant deferral / active EE | $9,680 | $4,442+117.9% | $6,405+51.1% | $4,212+129.8% |
| Admin fee / account holder | $16,158 | $7,915+104.1% | $9,769+65.4% | $7,344+120.0% |