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 | $235,885 | $90,348+161.1% | $75,972+210.5% | $145,922+61.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.55% | 620.88%-611.3pp | 359.55%-350.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $7,106 | $3,311+114.6% | $2,685+164.7% | $4,660+52.5% |
| Participant deferral / active EE | $5,978 | $5,162+15.8% | $4,255+40.5% | $6,688-10.6% |
| Admin fee / account holder | $8,424 | $8,467-0.5% | $6,467+30.3% | $13,397-37.1% |