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 | $247,033 | $114,381+116.0% | $107,525+129.7% | $142,382+73.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.72% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $18,871 | $4,015+370.0% | $3,754+402.7% | $4,299+338.9% |
| Participant deferral / active EE | $12,648 | $5,564+127.3% | $5,116+147.2% | $6,507+94.4% |
| Admin fee / account holder | $876 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |