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 9-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 | $221,521 | $159,901+38.5% | $146,958+50.7% | $145,922+51.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,676 | $5,286-30.5% | $4,933-25.5% | $4,660-21.1% |
| Participant deferral / active EE | $11,646 | $8,428+38.2% | $8,070+44.3% | $6,688+74.1% |
| Admin fee / account holder | $8,749 | $15,044-41.8% | $12,998-32.7% | $13,397-34.7% |