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 | $242,796 | $165,335+46.9% | $149,696+62.2% | $158,922+52.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.67% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $8,967 | $5,103+75.7% | $4,644+93.1% | $4,761+88.3% |
| Participant deferral / active EE | $3,890 | $7,181-45.8% | $6,842-43.1% | $5,982-35.0% |
| Admin fee / account holder | $79,400 | $10,807+634.7% | $9,309+753.0% | $11,246+606.0% |