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 | $197,978 | $107,334+84.5% | $92,893+113.1% | $152,861+29.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.54% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,698 | $4,221-12.4% | $3,653+1.2% | $4,762-22.4% |
| Participant deferral / active EE | $7,151 | $4,845+47.6% | $4,236+68.8% | $5,850+22.2% |
| Admin fee / account holder | $1,946 | $7,079-72.5% | $5,794-66.4% | $11,596-83.2% |