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 7-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 | $230,355 | $133,922+72.0% | $116,228+98.2% | $142,382+61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.96% | 147.76%-129.8pp | 90.06%-72.1pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,174 | $3,446+108.2% | $2,994+139.6% | $4,299+66.9% |
| Participant deferral / active EE | $15,768 | $5,672+178.0% | $4,953+218.3% | $6,507+142.3% |
| Admin fee / account holder | $8,889 | $14,945-40.5% | $11,989-25.9% | $12,624-29.6% |