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 | $209,073 | $157,256+33.0% | $141,162+48.1% | $152,861+36.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.52% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $13,668 | $5,261+159.8% | $4,735+188.7% | $4,762+187.0% |
| Participant deferral / active EE | $11,451 | $7,109+61.1% | $6,709+70.7% | $5,850+95.7% |
| Admin fee / account holder | $2,149 | $12,120-82.3% | $10,261-79.1% | $11,596-81.5% |