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 | $226,365 | $112,096+101.9% | $95,952+135.9% | $158,922+42.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.50% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,611 | $3,198+12.9% | $2,541+42.1% | $4,761-24.2% |
| Participant deferral / active EE | $7,434 | $4,784+55.4% | $4,167+78.4% | $5,982+24.3% |
| Admin fee / account holder | $2,089 | $10,130-79.4% | $6,795-69.3% | $11,246-81.4% |