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 | $242,487 | $209,832+15.6% | $189,513+28.0% | $167,490+44.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.58% | 748.27%-727.7pp | 555.15%-534.6pp | 478.56%-458.0pp |
| Employer contribution / active EE | $12,507 | $6,914+80.9% | $6,162+103.0% | $4,837+158.5% |
| Participant deferral / active EE | $11,251 | $8,935+25.9% | $8,221+36.8% | $6,341+77.4% |
| Admin fee / account holder | $14,538 | $14,293+1.7% | $12,045+20.7% | $12,309+18.1% |