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 | $240,481 | $159,602+50.7% | $150,045+60.3% | $142,382+68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.63% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $26,172 | $4,961+427.6% | $4,693+457.7% | $4,299+508.8% |
| Participant deferral / active EE | $6,761 | $8,310-18.6% | $7,997-15.5% | $6,507+3.9% |
| Admin fee / account holder | $1,000 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |