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 | $237,328 | $148,534+59.8% | $135,903+74.6% | $139,434+70.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $10,072 | $5,243+92.1% | $4,856+107.4% | $4,751+112.0% |
| Participant deferral / active EE | $16,352 | $8,100+101.9% | $7,758+110.8% | $6,710+143.7% |
| Admin fee / account holder | $151,958 | $12,400+1125.5% | $10,762+1312.0% | $11,403+1232.7% |