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 | $247,753 | $176,056+40.7% | $159,436+55.4% | $167,490+47.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.49% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $6,921 | $5,297+30.7% | $4,829+43.3% | $4,837+43.1% |
| Participant deferral / active EE | $7,497 | $7,750-3.3% | $7,352+2.0% | $6,341+18.2% |
| Admin fee / account holder | $21,451 | $12,554+70.9% | $10,799+98.6% | $12,309+74.3% |