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 | $196,827 | $169,032+16.4% | $129,207+52.3% | $145,922+34.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 14330.11%-14316.4pp | 9417.33%-9403.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $11,533 | $5,537+108.3% | $4,153+177.7% | $4,660+147.5% |
| Participant deferral / active EE | $7,015 | $4,987+40.7% | $4,168+68.3% | $6,688+4.9% |
| Admin fee / account holder | $1,342 | $9,954-86.5% | $7,715-82.6% | $13,397-90.0% |