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 | $246,985 | $159,901+54.5% | $146,958+68.1% | $145,922+69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,056 | $5,286-42.2% | $4,933-38.1% | $4,660-34.4% |
| Participant deferral / active EE | $22,564 | $8,428+167.7% | $8,070+179.6% | $6,688+237.4% |
| Admin fee / account holder | $42,453 | $15,044+182.2% | $12,998+226.6% | $13,397+216.9% |