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 3-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 | $227,801 | $202,432+12.5% | $169,368+34.5% | $139,434+63.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 59.24% | 531.74%-472.5pp | 405.60%-346.4pp | 372.94%-313.7pp |
| Employer contribution / active EE | $12,737 | $4,692+171.4% | $4,013+217.4% | $4,751+168.1% |
| Participant deferral / active EE | $20,569 | $6,938+196.5% | $6,221+230.6% | $6,710+206.5% |
| Admin fee / account holder | $2,570 | $10,708-76.0% | $9,003-71.5% | $11,403-77.5% |