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 | $246,943 | $175,202+40.9% | $149,673+65.0% | $139,434+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.12% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $13,111 | $5,474+139.5% | $4,818+172.1% | $4,751+176.0% |
| Participant deferral / active EE | $6,840 | $6,519+4.9% | $5,680+20.4% | $6,710+1.9% |
| Admin fee / account holder | $3,181 | $16,150-80.3% | $13,210-75.9% | $11,403-72.1% |