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 | $247,661 | $180,449+37.2% | $154,107+60.7% | $135,375+82.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.15% | 888.09%-883.9pp | 735.12%-731.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $3,703 | $6,035-38.6% | $5,298-30.1% | $4,779-22.5% |
| Participant deferral / active EE | $12,294 | $5,806+111.7% | $5,081+142.0% | $5,609+119.2% |
| Admin fee / account holder | $515 | $16,143-96.8% | $13,411-96.2% | $10,827-95.2% |