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 | $246,283 | $105,181+134.2% | $159,436+54.5% | $85,850+186.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.60% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $5,919 | $3,318+78.4% | $4,829+22.6% | $2,565+130.7% |
| Participant deferral / active EE | $11,297 | $5,945+90.0% | $7,352+53.7% | $3,952+185.9% |
| Admin fee / account holder | $888 | $6,933-87.2% | $10,799-91.8% | $6,260-85.8% |