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 7-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 | $210,363 | $159,602+31.8% | $150,045+40.2% | $142,382+47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 89.28% | 70.24%+19.0pp | 62.55%+26.7pp | 217.08%-127.8pp |
| Employer contribution / active EE | $8,244 | $4,961+66.2% | $4,693+75.7% | $4,299+91.8% |
| Participant deferral / active EE | $13,729 | $8,310+65.2% | $7,997+71.7% | $6,507+111.0% |
| Admin fee / account holder | $14,305 | $14,846-3.6% | $13,435+6.5% | $12,624+13.3% |