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 | $246,901 | $217,402+13.6% | $185,823+32.9% | $167,490+47.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.08% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $26,000 | $5,873+342.7% | $5,167+403.2% | $4,837+437.5% |
| Participant deferral / active EE | $41,520 | $6,356+553.2% | $5,568+645.7% | $6,341+554.8% |
| Admin fee / account holder | $2,319 | $19,811-88.3% | $16,237-85.7% | $12,309-81.2% |