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 | $221,593 | $102,616+115.9% | $81,983+170.3% | $158,922+39.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.51% | 61.04%-46.5pp | 41.31%-26.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $26,324 | $3,240+712.5% | $2,498+953.8% | $4,761+452.9% |
| Participant deferral / active EE | $16,152 | $4,648+247.5% | $3,722+333.9% | $5,982+170.0% |
| Admin fee / account holder | $1,279 | $8,235-84.5% | $5,664-77.4% | $11,246-88.6% |