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 | $199,470 | $102,317+95.0% | $146,958+35.7% | $80,856+146.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.23% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $5,017 | $3,713+35.1% | $4,933+1.7% | $2,755+82.1% |
| Participant deferral / active EE | $11,169 | $6,644+68.1% | $8,070+38.4% | $4,296+160.0% |
| Admin fee / account holder | $5,219 | $7,941-34.3% | $12,998-59.8% | $6,918-24.6% |