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 | $230,800 | $159,901+44.3% | $146,958+57.1% | $145,922+58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $16,195 | $5,286+206.4% | $4,933+228.3% | $4,660+247.6% |
| Participant deferral / active EE | $3,185 | $8,428-62.2% | $8,070-60.5% | $6,688-52.4% |
| Admin fee / account holder | $4,920 | $15,044-67.3% | $12,998-62.1% | $13,397-63.3% |