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 | $223,354 | $183,519+21.7% | $155,509+43.6% | $145,922+53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.20% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $24,415 | $5,313+359.6% | $4,672+422.5% | $4,660+424.0% |
| Participant deferral / active EE | $16,394 | $6,462+153.7% | $5,626+191.4% | $6,688+145.1% |
| Admin fee / account holder | $3,053 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |