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 | $225,424 | $183,519+22.8% | $155,509+45.0% | $145,922+54.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.27% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $7,920 | $5,313+49.1% | $4,672+69.5% | $4,660+70.0% |
| Participant deferral / active EE | $5,038 | $6,462-22.0% | $5,626-10.5% | $6,688-24.7% |
| Admin fee / account holder | $4,810 | $19,313-75.1% | $15,912-69.8% | $13,397-64.1% |