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 | $246,068 | $102,966+139.0% | $90,281+172.6% | $152,861+61.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.92% | 95.16%-81.2pp | 78.10%-64.2pp | 345.32%-331.4pp |
| Employer contribution / active EE | $4,243 | $3,139+35.2% | $2,854+48.6% | $4,762-10.9% |
| Participant deferral / active EE | $9,912 | $4,281+131.5% | $3,885+155.1% | $5,850+69.4% |
| Admin fee / account holder | $8,038 | $6,171+30.3% | $5,351+50.2% | $11,596-30.7% |