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 | $202,683 | $114,381+77.2% | $107,525+88.5% | $142,382+42.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $12,097 | $4,015+201.3% | $3,754+222.3% | $4,299+181.4% |
| Participant deferral / active EE | $8,699 | $5,564+56.3% | $5,116+70.0% | $6,507+33.7% |
| Admin fee / account holder | $1,533 | $9,860-84.5% | $8,919-82.8% | $12,624-87.9% |