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 9-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 | $140,657 | $107,334+31.0% | $92,893+51.4% | $152,861-8.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.89% | 145.58%-130.7pp | 109.41%-94.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $37,917 | $4,221+798.3% | $3,653+938.0% | $4,762+696.2% |
| Participant deferral / active EE | $25,364 | $4,845+423.5% | $4,236+498.8% | $5,850+333.6% |
| Admin fee / account holder | $4,012 | $7,079-43.3% | $5,794-30.7% | $11,596-65.4% |