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 | $202,017 | $106,890+89.0% | $84,015+140.5% | $152,861+32.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 21.37% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,418 | $2,734+25.0% | $1,983+72.3% | $4,762-28.2% |
| Participant deferral / active EE | $7,889 | $4,011+96.7% | $3,239+143.6% | $5,850+34.8% |
| Admin fee / account holder | $21,573 | $8,285+160.4% | $6,101+253.6% | $11,596+86.0% |