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 | $247,661 | $179,726+37.8% | $156,263+58.5% | $142,382+73.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.22% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,500 | $5,069+48.0% | $4,333+73.1% | $4,299+74.5% |
| Participant deferral / active EE | $3,226 | $6,956-53.6% | $6,158-47.6% | $6,507-50.4% |
| Admin fee / account holder | $24,594 | $17,272+42.4% | $14,255+72.5% | $12,624+94.8% |