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 4-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 | $242,634 | $185,822+30.6% | $169,993+42.7% | $139,434+74.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.25% | 60.50%-29.3pp | 53.37%-22.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $24,115 | $7,590+217.7% | $6,785+255.4% | $4,751+407.6% |
| Participant deferral / active EE | $15,353 | $11,622+32.1% | $10,408+47.5% | $6,710+128.8% |
| Admin fee / account holder | $5,648 | $15,381-63.3% | $12,815-55.9% | $11,403-50.5% |