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 | $154,419 | $57,281+169.6% | $86,612+78.3% | $75,163+105.4% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 28.68% | 2670.75%-2642.1pp | 591.07%-562.4pp | 160.62%-131.9pp |
| Employer contribution / active EE | $3,343 | $2,314+44.4% | $3,022+10.6% | $2,670+25.2% |
| Participant deferral / active EE | $8,027 | $3,318+141.9% | $4,438+80.9% | $4,125+94.6% |
| Admin fee / account holder | $1,132 | $4,112-72.5% | $5,614-79.8% | $5,651-80.0% |