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 | $200,935 | $110,257+82.2% | $96,544+108.1% | $139,434+44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.08% | 26.32%-16.2pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $22,187 | $3,620+512.9% | $2,965+648.3% | $4,751+367.0% |
| Participant deferral / active EE | $17,309 | $5,548+212.0% | $4,851+256.8% | $6,710+158.0% |
| Admin fee / account holder | $66,913 | $11,591+477.3% | $8,252+710.8% | $11,403+486.8% |