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 7-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 | $154,489 | $157,256-1.8% | $141,162+9.4% | $152,861+1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.56% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $35,229 | $5,261+569.6% | $4,735+644.0% | $4,762+639.8% |
| Participant deferral / active EE | $22,173 | $7,109+211.9% | $6,709+230.5% | $5,850+279.0% |
| Admin fee / account holder | $8,666 | $12,120-28.5% | $10,261-15.5% | $11,596-25.3% |