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 | $210,628 | $148,534+41.8% | $135,903+55.0% | $139,434+51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $19,981 | $5,243+281.1% | $4,856+311.4% | $4,751+320.6% |
| Participant deferral / active EE | $9,119 | $8,100+12.6% | $7,758+17.5% | $6,710+35.9% |
| Admin fee / account holder | $88,330 | $12,400+612.4% | $10,762+720.8% | $11,403+674.7% |