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 10-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 | $140,982 | $105,998+33.0% | $92,233+52.9% | $147,584-4.5% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 18.34% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,599 | $4,333+52.3% | $3,679+79.3% | $4,876+35.3% |
| Participant deferral / active EE | $2,448 | $4,478-45.3% | $3,897-37.2% | $5,439-55.0% |
| Admin fee / account holder | $42,624 | $6,332+573.1% | $5,194+720.7% | $10,885+291.6% |