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 | $237,139 | $162,781+45.7% | $133,956+77.0% | $158,922+49.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.39% | 41.94%-30.6pp | 45.09%-33.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,717 | $4,975-25.3% | $3,919-5.1% | $4,761-21.9% |
| Participant deferral / active EE | $9,071 | $5,911+53.5% | $5,048+79.7% | $5,982+51.6% |
| Admin fee / account holder | $20,295 | $11,736+72.9% | $8,927+127.3% | $11,246+80.5% |