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 | $239,624 | $144,119+66.3% | $117,854+103.3% | $147,584+62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.17% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,496 | $4,896-28.6% | $3,786-7.7% | $4,876-28.3% |
| Participant deferral / active EE | $7,971 | $5,316+50.0% | $4,482+77.9% | $5,439+46.6% |
| Admin fee / account holder | $13,521 | $10,886+24.2% | $8,020+68.6% | $10,885+24.2% |