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 | $202,964 | $100,852+101.2% | $90,404+124.5% | $158,922+27.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.51% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,833 | $3,689-23.2% | $3,262-13.2% | $4,761-40.5% |
| Participant deferral / active EE | $7,573 | $4,348+74.2% | $3,963+91.1% | $5,982+26.6% |
| Admin fee / account holder | $1,017 | $6,501-84.4% | $5,611-81.9% | $11,246-91.0% |