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 5-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 | $149,555 | $133,922+11.7% | $116,228+28.7% | $142,382+5.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.49% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $25,184 | $3,446+630.9% | $2,994+741.0% | $4,299+485.8% |
| Participant deferral / active EE | $16,438 | $5,672+189.8% | $4,953+231.9% | $6,507+152.6% |
| Admin fee / account holder | $19,710 | $14,945+31.9% | $11,989+64.4% | $12,624+56.1% |