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 | $212,824 | $159,901+33.1% | $146,958+44.8% | $145,922+45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,730 | $5,286+46.2% | $4,933+56.7% | $4,660+65.9% |
| Participant deferral / active EE | $11,374 | $8,428+35.0% | $8,070+40.9% | $6,688+70.1% |
| Admin fee / account holder | $49,736 | $15,044+230.6% | $12,998+282.6% | $13,397+271.3% |