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 8-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 | $223,594 | $176,056+27.0% | $159,436+40.2% | $167,490+33.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.46% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $38,500 | $5,297+626.8% | $4,829+697.2% | $4,837+695.9% |
| Participant deferral / active EE | $19,500 | $7,750+151.6% | $7,352+165.2% | $6,341+207.5% |
| Admin fee / account holder | $1,771 | $12,554-85.9% | $10,799-83.6% | $12,309-85.6% |