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 | $227,225 | $183,519+23.8% | $155,509+46.1% | $145,922+55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $6,101 | $5,313+14.8% | $4,672+30.6% | $4,660+30.9% |
| Participant deferral / active EE | $4,384 | $6,462-32.2% | $5,626-22.1% | $6,688-34.4% |
| Admin fee / account holder | $7,143 | $19,313-63.0% | $15,912-55.1% | $13,397-46.7% |