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 | $238,504 | $177,572+34.3% | $154,803+54.1% | $142,382+67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.93% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,465 | $4,810-48.8% | $4,305-42.7% | $4,299-42.7% |
| Participant deferral / active EE | $10,983 | $6,272+75.1% | $5,540+98.2% | $6,507+68.8% |
| Admin fee / account holder | $103,173 | $16,786+514.6% | $14,329+620.0% | $12,624+717.3% |