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 | $210,096 | $102,966+104.0% | $90,281+132.7% | $152,861+37.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.53% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,132 | $3,139-0.2% | $2,854+9.7% | $4,762-34.2% |
| Participant deferral / active EE | $7,331 | $4,281+71.2% | $3,885+88.7% | $5,850+25.3% |
| Admin fee / account holder | $759 | $6,171-87.7% | $5,351-85.8% | $11,596-93.5% |