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 | $236,801 | $157,256+50.6% | $141,162+67.8% | $152,861+54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.57% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $6,555 | $5,261+24.6% | $4,735+38.4% | $4,762+37.6% |
| Participant deferral / active EE | $6,380 | $7,109-10.3% | $6,709-4.9% | $5,850+9.1% |
| Admin fee / account holder | $105,284 | $12,120+768.7% | $10,261+926.0% | $11,596+807.9% |