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 | $226,941 | $114,381+98.4% | $107,525+111.1% | $142,382+59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.64% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,541 | $4,015+62.9% | $3,754+74.3% | $4,299+52.1% |
| Participant deferral / active EE | $14,564 | $5,564+161.7% | $5,116+184.7% | $6,507+123.8% |
| Admin fee / account holder | $36,508 | $9,860+270.3% | $8,919+309.3% | $12,624+189.2% |