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 | $241,309 | $159,901+50.9% | $146,958+64.2% | $145,922+65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.27% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $14,080 | $5,286+166.4% | $4,933+185.4% | $4,660+202.2% |
| Participant deferral / active EE | $8,469 | $8,428+0.5% | $8,070+4.9% | $6,688+26.6% |
| Admin fee / account holder | $103,086 | $15,044+585.2% | $12,998+693.1% | $13,397+669.5% |