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 | $244,817 | $165,984+47.5% | $164,813+48.5% | $145,922+67.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.72% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,168 | $5,273-39.9% | $4,341-27.0% | $4,660-32.0% |
| Participant deferral / active EE | $7,995 | $6,959+14.9% | $6,031+32.6% | $6,688+19.5% |
| Admin fee / account holder | $54,892 | $16,648+229.7% | $12,690+332.6% | $13,397+309.7% |