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 7-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 | $205,937 | $109,327+88.4% | $89,391+130.4% | $158,922+29.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 14.04% | 345.68%-331.6pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $20,259 | $3,170+539.2% | $2,586+683.6% | $4,761+325.5% |
| Participant deferral / active EE | $11,919 | $4,598+159.2% | $3,890+206.4% | $5,982+99.2% |
| Admin fee / account holder | $6,106 | $6,153-0.8% | $4,881+25.1% | $11,246-45.7% |