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 6-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 | $224,073 | $209,832+6.8% | $189,513+18.2% | $167,490+33.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $8,214 | $6,914+18.8% | $6,162+33.3% | $4,837+69.8% |
| Participant deferral / active EE | $14,420 | $8,935+61.4% | $8,221+75.4% | $6,341+127.4% |
| Admin fee / account holder | $7,773 | $14,293-45.6% | $12,045-35.5% | $12,309-36.8% |