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 | $220,422 | $100,773+118.7% | $88,946+147.8% | $142,382+54.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.11% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,207 | $2,918-24.4% | $2,555-13.6% | $4,299-48.7% |
| Participant deferral / active EE | $3,477 | $5,230-33.5% | $4,581-24.1% | $6,507-46.6% |
| Admin fee / account holder | $7,119 | $9,693-26.6% | $8,261-13.8% | $12,624-43.6% |