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 | $243,719 | $209,832+16.1% | $189,513+28.6% | $167,490+45.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 748.27%-738.0pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,761 | $6,914-60.1% | $6,162-55.2% | $4,837-42.9% |
| Participant deferral / active EE | $14,600 | $8,935+63.4% | $8,221+77.6% | $6,341+130.2% |
| Admin fee / account holder | $2,650 | $14,293-81.5% | $12,045-78.0% | $12,309-78.5% |