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 | $228,760 | $114,047+100.6% | $96,139+137.9% | $167,490+36.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.78% | 189.88%-176.1pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,113 | $3,427-9.2% | $2,797+11.3% | $4,837-35.7% |
| Participant deferral / active EE | $10,894 | $5,194+109.8% | $4,349+150.5% | $6,341+71.8% |
| Admin fee / account holder | $1,363 | $6,897-80.2% | $5,537-75.4% | $12,309-88.9% |