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 | $233,335 | $157,256+48.4% | $141,162+65.3% | $152,861+52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $11,131 | $5,261+111.6% | $4,735+135.1% | $4,762+133.7% |
| Participant deferral / active EE | $9,200 | $7,109+29.4% | $6,709+37.1% | $5,850+57.3% |
| Admin fee / account holder | $12,277 | $12,120+1.3% | $10,261+19.6% | $11,596+5.9% |