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 | $245,744 | $165,984+48.1% | $164,813+49.1% | $145,922+68.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $11,376 | $5,273+115.7% | $4,341+162.1% | $4,660+144.1% |
| Participant deferral / active EE | $10,016 | $6,959+43.9% | $6,031+66.1% | $6,688+49.8% |
| Admin fee / account holder | $1,958 | $16,648-88.2% | $12,690-84.6% | $13,397-85.4% |