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 | $247,250 | $109,982+124.8% | $97,226+154.3% | $145,922+69.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.10% | 242.90%-218.8pp | 75.13%-51.0pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,433 | $3,084-21.1% | $2,729-10.8% | $4,660-47.8% |
| Participant deferral / active EE | $4,794 | $4,676+2.5% | $4,264+12.4% | $6,688-28.3% |
| Admin fee / account holder | $7,597 | $6,221+22.1% | $5,654+34.4% | $13,397-43.3% |