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 | $206,326 | $159,901+29.0% | $146,958+40.4% | $145,922+41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,702 | $5,286-48.9% | $4,933-45.2% | $4,660-42.0% |
| Participant deferral / active EE | $20,769 | $8,428+146.4% | $8,070+157.4% | $6,688+210.6% |
| Admin fee / account holder | $33,659 | $15,044+123.7% | $12,998+159.0% | $13,397+151.2% |