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 | $242,621 | $157,256+54.3% | $141,162+71.9% | $152,861+58.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.60% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $9,621 | $5,261+82.9% | $4,735+103.2% | $4,762+102.0% |
| Participant deferral / active EE | $9,743 | $7,109+37.0% | $6,709+45.2% | $5,850+66.5% |
| Admin fee / account holder | $4,215 | $12,120-65.2% | $10,261-58.9% | $11,596-63.7% |