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 | $238,647 | $176,056+35.6% | $159,436+49.7% | $167,490+42.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $21,667 | $5,297+309.0% | $4,829+348.6% | $4,837+347.9% |
| Participant deferral / active EE | $3,589 | $7,750-53.7% | $7,352-51.2% | $6,341-43.4% |
| Admin fee / account holder | $20,801 | $12,554+65.7% | $10,799+92.6% | $12,309+69.0% |