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 | $157,517 | $100,852+56.2% | $90,404+74.2% | $158,922-0.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.45% | 1724.20%-1702.8pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,228 | $3,689+14.6% | $3,262+29.6% | $4,761-11.2% |
| Participant deferral / active EE | $810 | $4,348-81.4% | $3,963-79.6% | $5,982-86.5% |
| Admin fee / account holder | $478 | $6,501-92.6% | $5,611-91.5% | $11,246-95.7% |