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 | $129,364 | $198,466-34.8% | $170,442-24.1% | $147,584-12.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.98% | 257.29%-232.3pp | 205.93%-181.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $9,264 | $6,184+49.8% | $5,433+70.5% | $4,876+90.0% |
| Participant deferral / active EE | $4,438 | $5,629-21.2% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $302 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |