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 | $219,348 | $104,907+109.1% | $84,611+159.2% | $152,861+43.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.22% | 373.79%-353.6pp | 258.74%-238.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $13,819 | $3,302+318.6% | $2,652+421.0% | $4,762+190.2% |
| Participant deferral / active EE | $9,982 | $4,688+112.9% | $3,899+156.0% | $5,850+70.6% |
| Admin fee / account holder | $2,775 | $6,241-55.5% | $4,912-43.5% | $11,596-76.1% |