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 | $244,706 | $112,096+118.3% | $95,952+155.0% | $158,922+54.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.60% | 171.09%-164.5pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,259 | $3,198-29.4% | $2,541-11.1% | $4,761-52.6% |
| Participant deferral / active EE | $8,220 | $4,784+71.8% | $4,167+97.3% | $5,982+37.4% |
| Admin fee / account holder | $1,061 | $10,130-89.5% | $6,795-84.4% | $11,246-90.6% |