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 8-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 | $206,030 | $104,974+96.3% | $95,585+115.5% | $142,382+44.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.36% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,000 | $2,779+8.0% | $2,527+18.7% | $4,299-30.2% |
| Participant deferral / active EE | $21,746 | $4,352+399.7% | $4,023+440.6% | $6,507+234.2% |
| Admin fee / account holder | $16,298 | $6,386+155.2% | $6,127+166.0% | $12,624+29.1% |