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 | $211,633 | $159,901+32.4% | $146,958+44.0% | $145,922+45.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,569 | $5,286+62.1% | $4,933+73.7% | $4,660+83.9% |
| Participant deferral / active EE | $10,866 | $8,428+28.9% | $8,070+34.7% | $6,688+62.5% |
| Admin fee / account holder | $7,027 | $15,044-53.3% | $12,998-45.9% | $13,397-47.5% |