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 | $181,262 | $112,096+61.7% | $95,952+88.9% | $158,922+14.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.98% | 171.09%-160.1pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $12,529 | $3,198+291.8% | $2,541+393.1% | $4,761+163.2% |
| Participant deferral / active EE | $6,680 | $4,784+39.6% | $4,167+60.3% | $5,982+11.7% |
| Admin fee / account holder | $2,634 | $10,130-74.0% | $6,795-61.2% | $11,246-76.6% |