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 | $205,108 | $112,881+81.7% | $90,951+125.5% | $158,922+29.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.27% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,607 | $2,893-9.9% | $2,122+22.8% | $4,761-45.3% |
| Participant deferral / active EE | $4,101 | $4,128-0.6% | $3,373+21.6% | $5,982-31.4% |
| Admin fee / account holder | $900 | $8,041-88.8% | $5,959-84.9% | $11,246-92.0% |