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 | $214,151 | $99,877+114.4% | $84,966+152.0% | $145,922+46.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 83.76%-70.5pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,370 | $3,231+128.1% | $2,727+170.3% | $4,660+58.2% |
| Participant deferral / active EE | $14,165 | $5,291+167.7% | $4,519+213.4% | $6,688+111.8% |
| Admin fee / account holder | $1,542 | $7,248-78.7% | $6,149-74.9% | $13,397-88.5% |