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 | $229,007 | $183,519+24.8% | $155,509+47.3% | $145,922+56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.91% | 61.17%-33.3pp | 64.67%-36.8pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,694 | $5,313-49.3% | $4,672-42.3% | $4,660-42.2% |
| Participant deferral / active EE | $14,415 | $6,462+123.1% | $5,626+156.2% | $6,688+115.5% |
| Admin fee / account holder | $12,677 | $19,313-34.4% | $15,912-20.3% | $13,397-5.4% |