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 | $200,307 | $93,571+114.1% | $135,903+47.4% | $75,163+166.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.10% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $5,800 | $3,537+64.0% | $4,856+19.4% | $2,670+117.3% |
| Participant deferral / active EE | $13,032 | $6,404+103.5% | $7,758+68.0% | $4,125+215.9% |
| Admin fee / account holder | $5,217 | $6,975-25.2% | $10,762-51.5% | $5,651-7.7% |