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 | $248,165 | $157,256+57.8% | $141,162+75.8% | $152,861+62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.89% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $7,494 | $5,261+42.4% | $4,735+58.3% | $4,762+57.4% |
| Participant deferral / active EE | $10,909 | $7,109+53.5% | $6,709+62.6% | $5,850+86.5% |
| Admin fee / account holder | $678 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |