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 | $240,530 | $183,963+30.7% | $162,163+48.3% | $152,861+57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.23% | 150.76%-127.5pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,721 | $6,371-41.6% | $5,614-33.7% | $4,762-21.9% |
| Participant deferral / active EE | $6,527 | $8,034-18.8% | $7,298-10.6% | $5,850+11.6% |
| Admin fee / account holder | $12,327 | $13,121-6.1% | $10,843+13.7% | $11,596+6.3% |