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 | $201,882 | $114,381+76.5% | $107,525+87.8% | $142,382+41.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.68% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,435 | $4,015+110.1% | $3,754+124.7% | $4,299+96.2% |
| Participant deferral / active EE | $19,036 | $5,564+242.1% | $5,116+272.1% | $6,507+192.5% |
| Admin fee / account holder | $1,545 | $9,860-84.3% | $8,919-82.7% | $12,624-87.8% |