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 | $207,963 | $159,901+30.1% | $146,958+41.5% | $145,922+42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,700 | $5,286-30.0% | $4,933-25.0% | $4,660-20.6% |
| Participant deferral / active EE | $9,097 | $8,428+7.9% | $8,070+12.7% | $6,688+36.0% |
| Admin fee / account holder | $52,939 | $15,044+251.9% | $12,998+307.3% | $13,397+295.2% |