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 | $224,439 | $177,572+26.4% | $154,803+45.0% | $142,382+57.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.46% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,036 | $4,810-36.9% | $4,305-29.5% | $4,299-29.4% |
| Participant deferral / active EE | $7,305 | $6,272+16.5% | $5,540+31.8% | $6,507+12.3% |
| Admin fee / account holder | $326,414 | $16,786+1844.6% | $14,329+2178.0% | $12,624+2485.7% |