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 | $207,226 | $150,187+38.0% | $120,354+72.2% | $145,922+42.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.24% | 154.07%-136.8pp | 107.15%-89.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,929 | $4,348-9.6% | $3,463+13.5% | $4,660-15.7% |
| Participant deferral / active EE | $10,068 | $6,173+63.1% | $4,991+101.7% | $6,688+50.5% |
| Admin fee / account holder | $26,129 | $12,207+114.1% | $9,423+177.3% | $13,397+95.0% |