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 | $236,562 | $114,381+106.8% | $107,525+120.0% | $142,382+66.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.70% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,529 | $4,015+37.7% | $3,754+47.3% | $4,299+28.6% |
| Participant deferral / active EE | $9,779 | $5,564+75.7% | $5,116+91.1% | $6,507+50.3% |
| Admin fee / account holder | $1,526 | $9,860-84.5% | $8,919-82.9% | $12,624-87.9% |