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 | $202,240 | $118,680+70.4% | $98,907+104.5% | $158,922+27.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.68% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,456 | $3,333-26.3% | $2,689-8.7% | $4,761-48.4% |
| Participant deferral / active EE | $6,376 | $5,088+25.3% | $4,244+50.2% | $5,982+6.6% |
| Admin fee / account holder | $888 | $10,131-91.2% | $6,642-86.6% | $11,246-92.1% |