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 | $213,013 | $110,257+93.2% | $96,544+120.6% | $139,434+52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 47.65% | 26.32%+21.3pp | 25.84%+21.8pp | 372.94%-325.3pp |
| Employer contribution / active EE | $1,026 | $3,620-71.7% | $2,965-65.4% | $4,751-78.4% |
| Participant deferral / active EE | $10,486 | $5,548+89.0% | $4,851+116.2% | $6,710+56.3% |
| Admin fee / account holder | $52,858 | $11,591+356.0% | $8,252+540.5% | $11,403+363.6% |