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 | $241,330 | $108,919+121.6% | $100,391+140.4% | $145,922+65.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $11,400 | $4,419+158.0% | $3,942+189.2% | $4,660+144.7% |
| Participant deferral / active EE | $11,302 | $8,445+33.8% | $8,082+39.8% | $6,688+69.0% |
| Admin fee / account holder | $25,383 | $9,689+162.0% | $7,899+221.3% | $13,397+89.5% |