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 | $233,746 | $114,047+105.0% | $96,139+143.1% | $167,490+39.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.95% | 189.88%-169.9pp | 191.94%-172.0pp | 478.56%-458.6pp |
| Employer contribution / active EE | $3,596 | $3,427+4.9% | $2,797+28.6% | $4,837-25.7% |
| Participant deferral / active EE | $11,660 | $5,194+124.5% | $4,349+168.1% | $6,341+83.9% |
| Admin fee / account holder | $3,374 | $6,897-51.1% | $5,537-39.1% | $12,309-72.6% |