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 | $149,497 | $100,852+48.2% | $90,404+65.4% | $158,922-5.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.39% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,899 | $3,689+32.8% | $3,262+50.2% | $4,761+2.9% |
| Participant deferral / active EE | $12,895 | $4,348+196.6% | $3,963+225.4% | $5,982+115.6% |
| Admin fee / account holder | $1,354 | $6,501-79.2% | $5,611-75.9% | $11,246-88.0% |