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 | $143,694 | $226,064-36.4% | $182,532-21.3% | $152,861-6.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.93% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $38,282 | $4,978+669.0% | $4,076+839.2% | $4,762+703.9% |
| Participant deferral / active EE | $19,000 | $6,368+198.4% | $5,524+243.9% | $5,850+224.8% |
| Admin fee / account holder | $1,198 | $10,703-88.8% | $8,592-86.1% | $11,596-89.7% |