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 | $228,089 | $159,901+42.6% | $146,958+55.2% | $145,922+56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,953 | $5,286-63.1% | $4,933-60.4% | $4,660-58.1% |
| Participant deferral / active EE | $5,191 | $8,428-38.4% | $8,070-35.7% | $6,688-22.4% |
| Admin fee / account holder | $6,227 | $15,044-58.6% | $12,998-52.1% | $13,397-53.5% |