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 | $226,942 | $175,202+29.5% | $149,673+51.6% | $139,434+62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.95% | 166.71%-133.8pp | 134.42%-101.5pp | 372.94%-340.0pp |
| Employer contribution / active EE | $6,965 | $5,474+27.2% | $4,818+44.6% | $4,751+46.6% |
| Participant deferral / active EE | $17,770 | $6,519+172.6% | $5,680+212.9% | $6,710+164.8% |
| Admin fee / account holder | $7,594 | $16,150-53.0% | $13,210-42.5% | $11,403-33.4% |