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 | $213,683 | $157,256+35.9% | $141,162+51.4% | $152,861+39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.06% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $10,956 | $5,261+108.3% | $4,735+131.4% | $4,762+130.1% |
| Participant deferral / active EE | $8,381 | $7,109+17.9% | $6,709+24.9% | $5,850+43.3% |
| Admin fee / account holder | $839 | $12,120-93.1% | $10,261-91.8% | $11,596-92.8% |