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 | $201,335 | $111,754+80.2% | $103,333+94.8% | $145,922+38.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 51.73% | 24.77%+27.0pp | 24.88%+26.9pp | 561.29%-509.6pp |
| Employer contribution / active EE | $5,699 | $4,212+35.3% | $3,868+47.3% | $4,660+22.3% |
| Participant deferral / active EE | $15,810 | $5,619+181.4% | $5,057+212.6% | $6,688+136.4% |
| Admin fee / account holder | $69,325 | $9,750+611.0% | $8,355+729.8% | $13,397+417.5% |