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 | $224,946 | $114,381+96.7% | $107,525+109.2% | $142,382+58.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 14.92% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $39,603 | $4,015+886.4% | $3,754+955.1% | $4,299+821.2% |
| Participant deferral / active EE | $12,252 | $5,564+120.2% | $5,116+139.5% | $6,507+88.3% |
| Admin fee / account holder | $22,299 | $9,860+126.2% | $8,919+150.0% | $12,624+76.6% |