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 | $234,789 | $175,202+34.0% | $149,673+56.9% | $139,434+68.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 166.71%-146.8pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $18,300 | $5,474+234.3% | $4,818+279.9% | $4,751+285.2% |
| Participant deferral / active EE | $24,493 | $6,519+275.7% | $5,680+331.2% | $6,710+265.0% |
| Admin fee / account holder | $1,670 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |