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 9-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 | $233,889 | $114,381+104.5% | $107,525+117.5% | $142,382+64.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,143 | $4,015+177.6% | $3,754+196.9% | $4,299+159.2% |
| Participant deferral / active EE | $15,875 | $5,564+185.3% | $5,116+210.3% | $6,507+144.0% |
| Admin fee / account holder | $1,113 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |