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 | $181,318 | $159,901+13.4% | $146,958+23.4% | $145,922+24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,892 | $5,286+49.3% | $4,933+60.0% | $4,660+69.4% |
| Participant deferral / active EE | $6,286 | $8,428-25.4% | $8,070-22.1% | $6,688-6.0% |
| Admin fee / account holder | $17,130 | $15,044+13.9% | $12,998+31.8% | $13,397+27.9% |