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 | $211,524 | $124,281+70.2% | $109,143+93.8% | $167,490+26.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.87% | 26.04%-2.2pp | 25.75%-1.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $16,735 | $4,207+297.8% | $3,722+349.6% | $4,837+246.0% |
| Participant deferral / active EE | $4,158 | $5,255-20.9% | $4,653-10.6% | $6,341-34.4% |
| Admin fee / account holder | $19,338 | $7,970+142.6% | $6,752+186.4% | $12,309+57.1% |