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 | $239,263 | $152,587+56.8% | $125,175+91.1% | $152,861+56.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.48% | 54.84%-35.4pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $12,880 | $4,946+160.4% | $3,865+233.2% | $4,762+170.5% |
| Participant deferral / active EE | $10,400 | $5,868+77.2% | $4,937+110.7% | $5,850+77.8% |
| Admin fee / account holder | $19,651 | $13,434+46.3% | $9,702+102.5% | $11,596+69.5% |