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 | $221,751 | $157,256+41.0% | $141,162+57.1% | $152,861+45.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.81% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $10,200 | $5,261+93.9% | $4,735+115.4% | $4,762+114.2% |
| Participant deferral / active EE | $6,195 | $7,109-12.9% | $6,709-7.7% | $5,850+5.9% |
| Admin fee / account holder | $24,447 | $12,120+101.7% | $10,261+138.2% | $11,596+110.8% |