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 | $150,529 | $105,181+43.1% | $159,436-5.6% | $85,850+75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.38% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $9,864 | $3,318+197.3% | $4,829+104.3% | $2,565+284.6% |
| Participant deferral / active EE | $9,409 | $5,945+58.3% | $7,352+28.0% | $3,952+138.1% |
| Admin fee / account holder | $15,004 | $6,933+116.4% | $10,799+38.9% | $6,260+139.7% |