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 | $248,917 | $133,922+85.9% | $116,228+114.2% | $142,382+74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.22% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,971 | $3,446+73.3% | $2,994+99.4% | $4,299+38.9% |
| Participant deferral / active EE | $14,371 | $5,672+153.4% | $4,953+190.1% | $6,507+120.9% |
| Admin fee / account holder | $1,105 | $14,945-92.6% | $11,989-90.8% | $12,624-91.2% |