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 | $242,528 | $93,571+159.2% | $135,903+78.5% | $75,163+222.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.03% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $8,150 | $3,537+130.4% | $4,856+67.8% | $2,670+205.3% |
| Participant deferral / active EE | $11,802 | $6,404+84.3% | $7,758+52.1% | $4,125+186.1% |
| Admin fee / account holder | $6,227 | $6,975-10.7% | $10,762-42.1% | $5,651+10.2% |