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 5-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 | $150,103 | $158,398-5.2% | $126,539+18.6% | $142,382+5.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.12% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $8,531 | $4,650+83.5% | $3,674+132.2% | $4,299+98.4% |
| Participant deferral / active EE | $19,500 | $4,767+309.1% | $4,083+377.6% | $6,507+199.7% |
| Admin fee / account holder | $439 | $6,918-93.7% | $6,065-92.8% | $12,624-96.5% |