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 | $220,757 | $105,181+109.9% | $159,436+38.5% | $85,850+157.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.49% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,735 | $3,318-47.7% | $4,829-64.1% | $2,565-32.3% |
| Participant deferral / active EE | $7,636 | $5,945+28.4% | $7,352+3.9% | $3,952+93.2% |
| Admin fee / account holder | $10,682 | $6,933+54.1% | $10,799-1.1% | $6,260+70.6% |