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 | $243,889 | $124,319+96.2% | $111,297+119.1% | $167,490+45.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.80% | 37.44%-13.6pp | 54.65%-30.9pp | 478.56%-454.8pp |
| Employer contribution / active EE | $5,781 | $3,435+68.3% | $2,731+111.7% | $4,837+19.5% |
| Participant deferral / active EE | $9,793 | $5,180+89.0% | $4,487+118.2% | $6,341+54.4% |
| Admin fee / account holder | $1,380 | $10,618-87.0% | $7,964-82.7% | $12,309-88.8% |