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 | $245,153 | $144,119+70.1% | $117,854+108.0% | $147,584+66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.09% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $9,984 | $4,896+103.9% | $3,786+163.7% | $4,876+104.7% |
| Participant deferral / active EE | $4,228 | $5,316-20.5% | $4,482-5.7% | $5,439-22.3% |
| Admin fee / account holder | $316 | $10,886-97.1% | $8,020-96.1% | $10,885-97.1% |