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 | $187,824 | $159,901+17.5% | $146,958+27.8% | $145,922+28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $21,660 | $5,286+309.7% | $4,933+339.1% | $4,660+364.8% |
| Participant deferral / active EE | $21,037 | $8,428+149.6% | $8,070+160.7% | $6,688+214.6% |
| Admin fee / account holder | $11,064 | $15,044-26.5% | $12,998-14.9% | $13,397-17.4% |