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 | $217,252 | $114,381+89.9% | $107,525+102.0% | $142,382+52.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.85% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $11,209 | $4,015+179.2% | $3,754+198.6% | $4,299+160.7% |
| Participant deferral / active EE | $9,771 | $5,564+75.6% | $5,116+91.0% | $6,507+50.2% |
| Admin fee / account holder | $1,085 | $9,860-89.0% | $8,919-87.8% | $12,624-91.4% |