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 | $239,774 | $183,519+30.7% | $155,509+54.2% | $145,922+64.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.12% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.2pp |
| Employer contribution / active EE | $13,232 | $5,313+149.1% | $4,672+183.2% | $4,660+184.0% |
| Participant deferral / active EE | $12,465 | $6,462+92.9% | $5,626+121.5% | $6,688+86.4% |
| Admin fee / account holder | $4,942 | $19,313-74.4% | $15,912-68.9% | $13,397-63.1% |