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 | $190,598 | $105,181+81.2% | $159,436+19.5% | $85,850+122.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.96% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,355 | $3,318-29.0% | $4,829-51.2% | $2,565-8.2% |
| Participant deferral / active EE | $7,811 | $5,945+31.4% | $7,352+6.2% | $3,952+97.7% |
| Admin fee / account holder | $11,044 | $6,933+59.3% | $10,799+2.3% | $6,260+76.4% |