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 | $211,536 | $105,181+101.1% | $159,436+32.7% | $85,850+146.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,682 | $3,318+11.0% | $4,829-23.8% | $2,565+43.6% |
| Participant deferral / active EE | $10,165 | $5,945+71.0% | $7,352+38.3% | $3,952+157.2% |
| Admin fee / account holder | $3,628 | $6,933-47.7% | $10,799-66.4% | $6,260-42.0% |