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 | $236,499 | $157,256+50.4% | $141,162+67.5% | $152,861+54.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.42% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $11,597 | $5,261+120.4% | $4,735+144.9% | $4,762+143.5% |
| Participant deferral / active EE | $7,719 | $7,109+8.6% | $6,709+15.1% | $5,850+31.9% |
| Admin fee / account holder | $3,132 | $12,120-74.2% | $10,261-69.5% | $11,596-73.0% |