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 9-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 | $225,336 | $114,381+97.0% | $107,525+109.6% | $142,382+58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 31.12% | 242.71%-211.6pp | 181.32%-150.2pp | 217.08%-186.0pp |
| Employer contribution / active EE | $24,723 | $4,015+515.8% | $3,754+558.7% | $4,299+475.1% |
| Participant deferral / active EE | $11,902 | $5,564+113.9% | $5,116+132.7% | $6,507+82.9% |
| Admin fee / account holder | $5,305 | $9,860-46.2% | $8,919-40.5% | $12,624-58.0% |