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 8-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 | $219,411 | $115,770+89.5% | $101,248+116.7% | $158,922+38.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.92% | 56.14%-45.2pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $6,667 | $4,175+59.7% | $3,660+82.2% | $4,761+40.0% |
| Participant deferral / active EE | $2,200 | $4,957-55.6% | $4,370-49.7% | $5,982-63.2% |
| Admin fee / account holder | $7,532 | $7,245+4.0% | $5,945+26.7% | $11,246-33.0% |