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 | $142,588 | $214,378-33.5% | $200,582-28.9% | $142,382+0.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.80% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $8,873 | $6,841+29.7% | $6,419+38.2% | $4,299+106.4% |
| Participant deferral / active EE | $23,027 | $9,865+133.4% | $9,331+146.8% | $6,507+253.9% |
| Admin fee / account holder | $190,000 | $17,692+973.9% | $16,305+1065.3% | $12,624+1405.1% |