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 | $202,536 | $152,587+32.7% | $125,175+61.8% | $152,861+32.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.29% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $11,253 | $4,946+127.5% | $3,865+191.1% | $4,762+136.3% |
| Participant deferral / active EE | $4,442 | $5,868-24.3% | $4,937-10.0% | $5,850-24.1% |
| Admin fee / account holder | $12,836 | $13,434-4.4% | $9,702+32.3% | $11,596+10.7% |