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 | $242,833 | $209,411+16.0% | $178,490+36.0% | $158,922+52.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.86% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $37,700 | $5,706+560.7% | $5,011+652.4% | $4,761+691.8% |
| Participant deferral / active EE | $21,700 | $5,954+264.4% | $5,202+317.2% | $5,982+262.7% |
| Admin fee / account holder | $1,022 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |