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 | $226,781 | $148,534+52.7% | $135,903+66.9% | $139,434+62.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.27% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $18,135 | $5,243+245.9% | $4,856+273.4% | $4,751+281.7% |
| Participant deferral / active EE | $9,233 | $8,100+14.0% | $7,758+19.0% | $6,710+37.6% |
| Admin fee / account holder | $1,592 | $12,400-87.2% | $10,762-85.2% | $11,403-86.0% |