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 | $241,761 | $183,963+31.4% | $162,163+49.1% | $152,861+58.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.37% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $8,324 | $6,371+30.7% | $5,614+48.3% | $4,762+74.8% |
| Participant deferral / active EE | $23,902 | $8,034+197.5% | $7,298+227.5% | $5,850+308.6% |
| Admin fee / account holder | $4,545 | $13,121-65.4% | $10,843-58.1% | $11,596-60.8% |