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 | $204,702 | $152,587+34.2% | $125,175+63.5% | $152,861+33.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.06% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $8,609 | $4,946+74.1% | $3,865+122.7% | $4,762+80.8% |
| Participant deferral / active EE | $4,223 | $5,868-28.0% | $4,937-14.5% | $5,850-27.8% |
| Admin fee / account holder | $1,739 | $13,434-87.1% | $9,702-82.1% | $11,596-85.0% |