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 | $249,237 | $114,381+117.9% | $107,525+131.8% | $142,382+75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.81% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,591 | $4,015-10.6% | $3,754-4.3% | $4,299-16.5% |
| Participant deferral / active EE | $13,348 | $5,564+139.9% | $5,116+160.9% | $6,507+105.1% |
| Admin fee / account holder | $559 | $9,860-94.3% | $8,919-93.7% | $12,624-95.6% |