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 | $241,280 | $111,724+116.0% | $93,606+157.8% | $145,922+65.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.01% | 202.98%-194.0pp | 133.20%-124.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,883 | $3,090+122.8% | $2,420+184.4% | $4,660+47.7% |
| Participant deferral / active EE | $6,635 | $4,912+35.1% | $4,411+50.4% | $6,688-0.8% |
| Admin fee / account holder | $6,417 | $10,250-37.4% | $8,285-22.5% | $13,397-52.1% |