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 | $154,406 | $102,317+50.9% | $146,958+5.1% | $80,856+91.0% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 19.22% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $7,542 | $3,713+103.1% | $4,933+52.9% | $2,755+173.8% |
| Participant deferral / active EE | $9,037 | $6,644+36.0% | $8,070+12.0% | $4,296+110.4% |
| Admin fee / account holder | $2,074 | $7,941-73.9% | $12,998-84.0% | $6,918-70.0% |