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 | $201,041 | $105,126+91.2% | $94,646+112.4% | $139,434+44.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,468 | $4,106-39.9% | $3,672-32.8% | $4,751-48.0% |
| Participant deferral / active EE | $10,481 | $7,599+37.9% | $7,418+41.3% | $6,710+56.2% |
| Admin fee / account holder | $5,174 | $8,984-42.4% | $7,231-28.4% | $11,403-54.6% |