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 3-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 | $174,469 | $102,317+70.5% | $146,958+18.7% | $80,856+115.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.74% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,223 | $3,713+67.6% | $4,933+26.2% | $2,755+125.9% |
| Participant deferral / active EE | $16,904 | $6,644+154.4% | $8,070+109.5% | $4,296+293.5% |
| Admin fee / account holder | $1,633 | $7,941-79.4% | $12,998-87.4% | $6,918-76.4% |