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 | $214,811 | $157,256+36.6% | $141,162+52.2% | $152,861+40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.49% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,992 | $5,261-62.1% | $4,735-57.9% | $4,762-58.2% |
| Participant deferral / active EE | $11,168 | $7,109+57.1% | $6,709+66.5% | $5,850+90.9% |
| Admin fee / account holder | $1,367 | $12,120-88.7% | $10,261-86.7% | $11,596-88.2% |