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 | $145,630 | $158,398-8.1% | $126,539+15.1% | $142,382+2.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.99% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,568 | $4,650+62.8% | $3,674+106.0% | $4,299+76.0% |
| Participant deferral / active EE | $12,452 | $4,767+161.2% | $4,083+205.0% | $6,507+91.4% |
| Admin fee / account holder | $1,259 | $6,918-81.8% | $6,065-79.2% | $12,624-90.0% |