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 | $241,551 | $159,901+51.1% | $146,958+64.4% | $145,922+65.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.68% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $6,490 | $5,286+22.8% | $4,933+31.6% | $4,660+39.3% |
| Participant deferral / active EE | $7,828 | $8,428-7.1% | $8,070-3.0% | $6,688+17.1% |
| Admin fee / account holder | $700 | $15,044-95.3% | $12,998-94.6% | $13,397-94.8% |