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 | $200,074 | $115,770+72.8% | $101,248+97.6% | $158,922+25.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,221 | $4,175-46.8% | $3,660-39.3% | $4,761-53.4% |
| Participant deferral / active EE | $6,500 | $4,957+31.1% | $4,370+48.7% | $5,982+8.7% |
| Admin fee / account holder | $1,584 | $7,245-78.1% | $5,945-73.4% | $11,246-85.9% |