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 | $146,774 | $108,919+34.8% | $100,391+46.2% | $145,922+0.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.30% | 57.88%-39.6pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $15,698 | $4,419+255.2% | $3,942+298.3% | $4,660+236.9% |
| Participant deferral / active EE | $10,569 | $8,445+25.1% | $8,082+30.8% | $6,688+58.0% |
| Admin fee / account holder | $1,699 | $9,689-82.5% | $7,899-78.5% | $13,397-87.3% |