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 | $208,335 | $159,901+30.3% | $146,958+41.8% | $145,922+42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $16,764 | $5,286+217.1% | $4,933+239.8% | $4,660+259.8% |
| Participant deferral / active EE | $8,531 | $8,428+1.2% | $8,070+5.7% | $6,688+27.6% |
| Admin fee / account holder | $85,964 | $15,044+471.4% | $12,998+561.4% | $13,397+541.7% |