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 | $155,868 | $105,998+47.0% | $92,233+69.0% | $147,584+5.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.06% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $7,399 | $4,333+70.8% | $3,679+101.1% | $4,876+51.7% |
| Participant deferral / active EE | $6,546 | $4,478+46.2% | $3,897+68.0% | $5,439+20.4% |
| Admin fee / account holder | $19,716 | $6,332+211.3% | $5,194+279.6% | $10,885+81.1% |