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 | $184,317 | $159,901+15.3% | $146,958+25.4% | $145,922+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $8,282 | $5,286+56.7% | $4,933+67.9% | $4,660+77.7% |
| Participant deferral / active EE | $12,607 | $8,428+49.6% | $8,070+56.2% | $6,688+88.5% |
| Admin fee / account holder | $2,447 | $15,044-83.7% | $12,998-81.2% | $13,397-81.7% |