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 | $243,186 | $108,919+123.3% | $100,391+142.2% | $145,922+66.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 57.88%-41.3pp | 49.20%-32.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $11,040 | $4,419+149.8% | $3,942+180.1% | $4,660+136.9% |
| Participant deferral / active EE | $19,120 | $8,445+126.4% | $8,082+136.6% | $6,688+185.9% |
| Admin fee / account holder | $5,225 | $9,689-46.1% | $7,899-33.9% | $13,397-61.0% |