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 | $212,005 | $110,257+92.3% | $96,544+119.6% | $139,434+52.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.78% | 26.32%-16.5pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $4,963 | $3,620+37.1% | $2,965+67.4% | $4,751+4.5% |
| Participant deferral / active EE | $12,721 | $5,548+129.3% | $4,851+162.2% | $6,710+89.6% |
| Admin fee / account holder | $34,920 | $11,591+201.3% | $8,252+323.2% | $11,403+206.2% |