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 | $218,771 | $124,281+76.0% | $109,143+100.4% | $167,490+30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.87% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $10,897 | $4,207+159.0% | $3,722+192.8% | $4,837+125.3% |
| Participant deferral / active EE | $14,180 | $5,255+169.8% | $4,653+204.7% | $6,341+123.6% |
| Admin fee / account holder | $798 | $7,970-90.0% | $6,752-88.2% | $12,309-93.5% |