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 3-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 | $150,790 | $158,398-4.8% | $126,539+19.2% | $142,382+5.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 40.26% | 593.76%-553.5pp | 425.95%-385.7pp | 217.08%-176.8pp |
| Employer contribution / active EE | $10,193 | $4,650+119.2% | $3,674+177.4% | $4,299+137.1% |
| Participant deferral / active EE | $9,567 | $4,767+100.7% | $4,083+134.3% | $6,507+47.0% |
| Admin fee / account holder | $1,586 | $6,918-77.1% | $6,065-73.8% | $12,624-87.4% |