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 9-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 | $248,857 | $175,202+42.0% | $149,673+66.3% | $139,434+78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,776 | $5,474-49.3% | $4,818-42.4% | $4,751-41.6% |
| Participant deferral / active EE | $9,621 | $6,519+47.6% | $5,680+69.4% | $6,710+43.4% |
| Admin fee / account holder | $1,179 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |