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 | $174,882 | $159,901+9.4% | $146,958+19.0% | $145,922+19.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.02% | 98.13%-56.1pp | 418.34%-376.3pp | 561.29%-519.3pp |
| Employer contribution / active EE | $15,393 | $5,286+191.2% | $4,933+212.0% | $4,660+230.3% |
| Participant deferral / active EE | $13,293 | $8,428+57.7% | $8,070+64.7% | $6,688+98.8% |
| Admin fee / account holder | $739 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |