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 | $204,360 | $112,096+82.3% | $95,952+113.0% | $158,922+28.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.29% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $977 | $3,198-69.5% | $2,541-61.6% | $4,761-79.5% |
| Participant deferral / active EE | $17,328 | $4,784+262.2% | $4,167+315.8% | $5,982+189.7% |
| Admin fee / account holder | $41,684 | $10,130+311.5% | $6,795+513.4% | $11,246+270.7% |