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 | $176,808 | $99,020+78.6% | $86,590+104.2% | $147,584+19.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.32% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,626 | $3,132+15.8% | $2,839+27.7% | $4,876-25.6% |
| Participant deferral / active EE | $11,218 | $3,972+182.4% | $3,609+210.9% | $5,439+106.3% |
| Admin fee / account holder | $1,053 | $5,710-81.6% | $4,906-78.5% | $10,885-90.3% |