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 | $200,656 | $104,974+91.1% | $95,585+109.9% | $142,382+40.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $11,893 | $2,779+328.0% | $2,527+370.7% | $4,299+176.6% |
| Participant deferral / active EE | $10,370 | $4,352+138.3% | $4,023+157.8% | $6,507+59.4% |
| Admin fee / account holder | $343 | $6,386-94.6% | $6,127-94.4% | $12,624-97.3% |