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 | $212,443 | $114,381+85.7% | $107,525+97.6% | $142,382+49.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.07% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,366 | $4,015-16.2% | $3,754-10.3% | $4,299-21.7% |
| Participant deferral / active EE | $12,094 | $5,564+117.4% | $5,116+136.4% | $6,507+85.9% |
| Admin fee / account holder | $1,588 | $9,860-83.9% | $8,919-82.2% | $12,624-87.4% |