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 | $208,363 | $183,963+13.3% | $162,163+28.5% | $152,861+36.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.23% | 150.76%-133.5pp | 115.59%-98.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $7,163 | $6,371+12.4% | $5,614+27.6% | $4,762+50.4% |
| Participant deferral / active EE | $14,588 | $8,034+81.6% | $7,298+99.9% | $5,850+149.4% |
| Admin fee / account holder | $22,569 | $13,121+72.0% | $10,843+108.1% | $11,596+94.6% |