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 | $231,549 | $183,963+25.9% | $162,163+42.8% | $152,861+51.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.59% | 150.76%-137.2pp | 115.59%-102.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $14,485 | $6,371+127.4% | $5,614+158.0% | $4,762+204.2% |
| Participant deferral / active EE | $10,728 | $8,034+33.5% | $7,298+47.0% | $5,850+83.4% |
| Admin fee / account holder | $88,106 | $13,121+571.5% | $10,843+712.6% | $11,596+659.8% |