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 9-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 | $203,214 | $107,334+89.3% | $92,893+118.8% | $152,861+32.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.09% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $9,726 | $4,221+130.4% | $3,653+166.3% | $4,762+104.2% |
| Participant deferral / active EE | $5,043 | $4,845+4.1% | $4,236+19.0% | $5,850-13.8% |
| Admin fee / account holder | $683 | $7,079-90.4% | $5,794-88.2% | $11,596-94.1% |