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 9-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 | $243,997 | $165,984+47.0% | $164,813+48.0% | $145,922+67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $8,236 | $5,273+56.2% | $4,341+89.7% | $4,660+76.7% |
| Participant deferral / active EE | $11,322 | $6,959+62.7% | $6,031+87.7% | $6,688+69.3% |
| Admin fee / account holder | $2,009 | $16,648-87.9% | $12,690-84.2% | $13,397-85.0% |