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 | $243,741 | $112,096+117.4% | $95,952+154.0% | $158,922+53.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.58% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,290 | $3,198+65.4% | $2,541+108.2% | $4,761+11.1% |
| Participant deferral / active EE | $20,340 | $4,784+325.2% | $4,167+388.1% | $5,982+240.0% |
| Admin fee / account holder | $8,007 | $10,130-21.0% | $6,795+17.8% | $11,246-28.8% |