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 | $200,102 | $114,381+74.9% | $107,525+86.1% | $142,382+40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.15% | 242.71%-213.6pp | 181.32%-152.2pp | 217.08%-187.9pp |
| Employer contribution / active EE | $6,875 | $4,015+71.2% | $3,754+83.2% | $4,299+59.9% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,163 | $9,860-78.1% | $8,919-75.7% | $12,624-82.9% |