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 8-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 | $149,563 | $133,922+11.7% | $116,228+28.7% | $142,382+5.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.60% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,103 | $3,446+77.1% | $2,994+103.8% | $4,299+41.9% |
| Participant deferral / active EE | $12,207 | $5,672+115.2% | $4,953+146.4% | $6,507+87.6% |
| Admin fee / account holder | $4,579 | $14,945-69.4% | $11,989-61.8% | $12,624-63.7% |