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 | $242,447 | $127,777+89.7% | $106,548+127.5% | $167,490+44.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.22% | 33.87%-16.7pp | 26.80%-9.6pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,877 | $3,427+100.7% | $2,819+144.0% | $4,837+42.2% |
| Participant deferral / active EE | $2,157 | $5,087-57.6% | $4,398-51.0% | $6,341-66.0% |
| Admin fee / account holder | $17,688 | $11,228+57.5% | $7,407+138.8% | $12,309+43.7% |