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 | $202,730 | $226,064-10.3% | $182,532+11.1% | $152,861+32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.32% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $14,832 | $4,978+197.9% | $4,076+263.9% | $4,762+211.4% |
| Participant deferral / active EE | $13,259 | $6,368+108.2% | $5,524+140.0% | $5,850+126.6% |
| Admin fee / account holder | $18,490 | $10,703+72.8% | $8,592+115.2% | $11,596+59.4% |