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 | $190,750 | $118,849+60.5% | $96,562+97.5% | $167,490+13.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,250 | $3,120+4.2% | $2,356+37.9% | $4,837-32.8% |
| Participant deferral / active EE | $9,533 | $4,616+106.5% | $3,849+147.7% | $6,341+50.3% |
| Admin fee / account holder | $7,177 | $8,065-11.0% | $6,181+16.1% | $12,309-41.7% |