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 | $243,757 | $109,327+123.0% | $89,391+172.7% | $158,922+53.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 252.24% | 345.68%-93.4pp | 245.62%+6.6pp | 302.83%-50.6pp |
| Employer contribution / active EE | $10,421 | $3,170+228.8% | $2,586+303.1% | $4,761+118.9% |
| Participant deferral / active EE | $4,607 | $4,598+0.2% | $3,890+18.4% | $5,982-23.0% |
| Admin fee / account holder | $3,913 | $6,153-36.4% | $4,881-19.8% | $11,246-65.2% |