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 | $233,364 | $133,922+74.3% | $116,228+100.8% | $142,382+63.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.35% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,571 | $3,446+148.8% | $2,994+186.2% | $4,299+99.4% |
| Participant deferral / active EE | $5,558 | $5,672-2.0% | $4,953+12.2% | $6,507-14.6% |
| Admin fee / account holder | $9,083 | $14,945-39.2% | $11,989-24.2% | $12,624-28.1% |