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 | $214,081 | $112,096+91.0% | $95,952+123.1% | $158,922+34.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.42% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,275 | $3,198-28.9% | $2,541-10.5% | $4,761-52.2% |
| Participant deferral / active EE | $7,711 | $4,784+61.2% | $4,167+85.1% | $5,982+28.9% |
| Admin fee / account holder | $17,478 | $10,130+72.5% | $6,795+157.2% | $11,246+55.4% |