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 | $214,425 | $159,901+34.1% | $146,958+45.9% | $145,922+46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.21% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $15,147 | $5,286+186.5% | $4,933+207.1% | $4,660+225.1% |
| Participant deferral / active EE | $10,727 | $8,428+27.3% | $8,070+32.9% | $6,688+60.4% |
| Admin fee / account holder | $2,612 | $15,044-82.6% | $12,998-79.9% | $13,397-80.5% |