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 | $237,324 | $106,890+122.0% | $84,015+182.5% | $152,861+55.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.06% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,592 | $2,734-5.2% | $1,983+30.7% | $4,762-45.6% |
| Participant deferral / active EE | $5,667 | $4,011+41.3% | $3,239+75.0% | $5,850-3.1% |
| Admin fee / account holder | $1,955 | $8,285-76.4% | $6,101-67.9% | $11,596-83.1% |