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 | $224,171 | $183,963+21.9% | $162,163+38.2% | $152,861+46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.23% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,778 | $6,371-56.4% | $5,614-50.5% | $4,762-41.7% |
| Participant deferral / active EE | $11,199 | $8,034+39.4% | $7,298+53.4% | $5,850+91.4% |
| Admin fee / account holder | $1,761 | $13,121-86.6% | $10,843-83.8% | $11,596-84.8% |