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 | $224,328 | $115,770+93.8% | $101,248+121.6% | $158,922+41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.97% | 56.14%-34.2pp | 46.47%-24.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $6,922 | $4,175+65.8% | $3,660+89.2% | $4,761+45.4% |
| Participant deferral / active EE | $5,013 | $4,957+1.1% | $4,370+14.7% | $5,982-16.2% |
| Admin fee / account holder | $2,037 | $7,245-71.9% | $5,945-65.7% | $11,246-81.9% |