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 6-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 | $174,017 | $150,187+15.9% | $120,354+44.6% | $145,922+19.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.89% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,237 | $4,348+43.4% | $3,463+80.1% | $4,660+33.8% |
| Participant deferral / active EE | $11,524 | $6,173+86.7% | $4,991+130.9% | $6,688+72.3% |
| Admin fee / account holder | $954 | $12,207-92.2% | $9,423-89.9% | $13,397-92.9% |