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 | $247,915 | $157,256+57.6% | $141,162+75.6% | $152,861+62.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.26% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,217 | $5,261-0.8% | $4,735+10.2% | $4,762+9.5% |
| Participant deferral / active EE | $8,125 | $7,109+14.3% | $6,709+21.1% | $5,850+38.9% |
| Admin fee / account holder | $2,439 | $12,120-79.9% | $10,261-76.2% | $11,596-79.0% |