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 | $246,573 | $112,096+120.0% | $95,952+157.0% | $158,922+55.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.41% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,890 | $3,198+21.6% | $2,541+53.1% | $4,761-18.3% |
| Participant deferral / active EE | $10,646 | $4,784+122.5% | $4,167+155.5% | $5,982+78.0% |
| Admin fee / account holder | $24,704 | $10,130+143.9% | $6,795+263.5% | $11,246+119.7% |