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 | $190,353 | $156,846+21.4% | $121,098+57.2% | $139,434+36.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 1474.56%-1462.5pp | 985.75%-973.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $5,610 | $5,536+1.3% | $4,164+34.7% | $4,751+18.1% |
| Participant deferral / active EE | $10,789 | $4,844+122.7% | $4,080+164.5% | $6,710+60.8% |
| Admin fee / account holder | $8,299 | $6,946+19.5% | $5,644+47.0% | $11,403-27.2% |