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 | $240,117 | $157,256+52.7% | $141,162+70.1% | $152,861+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.44% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $9,139 | $5,261+73.7% | $4,735+93.0% | $4,762+91.9% |
| Participant deferral / active EE | $9,529 | $7,109+34.0% | $6,709+42.0% | $5,850+62.9% |
| Admin fee / account holder | $1,650 | $12,120-86.4% | $10,261-83.9% | $11,596-85.8% |