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 | $248,746 | $180,449+37.8% | $154,107+61.4% | $135,375+83.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.88% | 888.09%-881.2pp | 735.12%-728.2pp | 519.73%-512.9pp |
| Employer contribution / active EE | $4,370 | $6,035-27.6% | $5,298-17.5% | $4,779-8.6% |
| Participant deferral / active EE | $8,956 | $5,806+54.2% | $5,081+76.3% | $5,609+59.7% |
| Admin fee / account holder | $12,972 | $16,143-19.6% | $13,411-3.3% | $10,827+19.8% |