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 | $241,659 | $152,587+58.4% | $125,175+93.1% | $152,861+58.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.19% | 54.84%-37.7pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $25,875 | $4,946+423.1% | $3,865+569.4% | $4,762+443.3% |
| Participant deferral / active EE | $2,177 | $5,868-62.9% | $4,937-55.9% | $5,850-62.8% |
| Admin fee / account holder | $1,652 | $13,434-87.7% | $9,702-83.0% | $11,596-85.8% |