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 | $243,863 | $158,398+54.0% | $126,539+92.7% | $142,382+71.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.41% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $13,521 | $4,650+190.8% | $3,674+268.0% | $4,299+214.5% |
| Participant deferral / active EE | $7,100 | $4,767+48.9% | $4,083+73.9% | $6,507+9.1% |
| Admin fee / account holder | $1,586 | $6,918-77.1% | $6,065-73.9% | $12,624-87.4% |