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 | $240,454 | $176,056+36.6% | $159,436+50.8% | $167,490+43.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.64% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,005 | $5,297-24.4% | $4,829-17.1% | $4,837-17.2% |
| Participant deferral / active EE | $10,238 | $7,750+32.1% | $7,352+39.2% | $6,341+61.4% |
| Admin fee / account holder | $55,668 | $12,554+343.4% | $10,799+415.5% | $12,309+352.3% |