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 8-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 | $198,804 | $99,918+99.0% | $81,382+144.3% | $145,922+36.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 34.32%-14.3pp | 24.73%-4.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $18,314 | $2,978+515.1% | $2,463+643.6% | $4,660+293.0% |
| Participant deferral / active EE | $15,293 | $4,605+232.1% | $3,883+293.8% | $6,688+128.7% |
| Admin fee / account holder | $1,586 | $8,212-80.7% | $5,768-72.5% | $13,397-88.2% |