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 | $247,429 | $157,256+57.3% | $141,162+75.3% | $152,861+61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.28% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $16,156 | $5,261+207.1% | $4,735+241.2% | $4,762+239.3% |
| Participant deferral / active EE | $9,752 | $7,109+37.2% | $6,709+45.4% | $5,850+66.7% |
| Admin fee / account holder | $3,367 | $12,120-72.2% | $10,261-67.2% | $11,596-71.0% |