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 | $236,535 | $202,432+16.8% | $169,368+39.7% | $139,434+69.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.22% | 531.74%-519.5pp | 405.60%-393.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $8,908 | $4,692+89.8% | $4,013+122.0% | $4,751+87.5% |
| Participant deferral / active EE | $6,413 | $6,938-7.6% | $6,221+3.1% | $6,710-4.4% |
| Admin fee / account holder | $116,633 | $10,708+989.2% | $9,003+1195.5% | $11,403+922.9% |