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 | $246,089 | $116,175+111.8% | $93,606+162.9% | $152,861+61.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 12.19% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $11,215 | $3,218+248.5% | $2,718+312.6% | $4,762+135.5% |
| Participant deferral / active EE | $9,435 | $4,603+105.0% | $4,069+131.9% | $5,850+61.3% |
| Admin fee / account holder | $12,974 | $10,748+20.7% | $7,888+64.5% | $11,596+11.9% |