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 | $151,252 | $209,832-27.9% | $189,513-20.2% | $167,490-9.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.60% | 748.27%-733.7pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $12,418 | $6,914+79.6% | $6,162+101.5% | $4,837+156.7% |
| Participant deferral / active EE | $14,725 | $8,935+64.8% | $8,221+79.1% | $6,341+132.2% |
| Admin fee / account holder | $14,521 | $14,293+1.6% | $12,045+20.6% | $12,309+18.0% |