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 6-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 | $249,965 | $114,381+118.5% | $107,525+132.5% | $142,382+75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.11% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $29,778 | $4,015+641.7% | $3,754+693.3% | $4,299+592.7% |
| Participant deferral / active EE | $18,079 | $5,564+224.9% | $5,116+253.4% | $6,507+177.8% |
| Admin fee / account holder | $2,348 | $9,860-76.2% | $8,919-73.7% | $12,624-81.4% |