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 | $242,826 | $115,770+109.7% | $101,248+139.8% | $158,922+52.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.79% | 56.14%-27.4pp | 46.47%-17.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,164 | $4,175-72.1% | $3,660-68.2% | $4,761-75.6% |
| Participant deferral / active EE | $15,122 | $4,957+205.0% | $4,370+246.0% | $5,982+152.8% |
| Admin fee / account holder | $2,227 | $7,245-69.3% | $5,945-62.6% | $11,246-80.2% |