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 3-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 | $200,737 | $165,984+20.9% | $164,813+21.8% | $145,922+37.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.52% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $13,922 | $5,273+164.0% | $4,341+220.7% | $4,660+198.8% |
| Participant deferral / active EE | $9,499 | $6,959+36.5% | $6,031+57.5% | $6,688+42.0% |
| Admin fee / account holder | $1,297 | $16,648-92.2% | $12,690-89.8% | $13,397-90.3% |