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 | $239,475 | $118,680+101.8% | $98,907+142.1% | $158,922+50.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.43% | 372.35%-362.9pp | 196.43%-187.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $6,920 | $3,333+107.6% | $2,689+157.4% | $4,761+45.3% |
| Participant deferral / active EE | $9,095 | $5,088+78.8% | $4,244+114.3% | $5,982+52.0% |
| Admin fee / account holder | $865 | $10,131-91.5% | $6,642-87.0% | $11,246-92.3% |