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 | $237,441 | $159,901+48.5% | $146,958+61.6% | $145,922+62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.94% | 98.13%-74.2pp | 418.34%-394.4pp | 561.29%-537.3pp |
| Employer contribution / active EE | $41,117 | $5,286+677.8% | $4,933+733.5% | $4,660+782.4% |
| Participant deferral / active EE | $35,725 | $8,428+323.9% | $8,070+342.7% | $6,688+434.2% |
| Admin fee / account holder | $24,711 | $15,044+64.3% | $12,998+90.1% | $13,397+84.4% |