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 | $205,068 | $97,757+109.8% | $83,848+144.6% | $135,375+51.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 3.82% | 1287.37%-1283.5pp | 850.88%-847.1pp | 519.73%-515.9pp |
| Employer contribution / active EE | $6,581 | $4,222+55.9% | $3,631+81.3% | $4,779+37.7% |
| Participant deferral / active EE | $8,711 | $4,682+86.0% | $4,082+113.4% | $5,609+55.3% |
| Admin fee / account holder | $1,330 | $6,674-80.1% | $5,478-75.7% | $10,827-87.7% |