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 | $213,434 | $133,922+59.4% | $116,228+83.6% | $142,382+49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.71% | 147.76%-134.1pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $16,346 | $3,446+374.4% | $2,994+445.9% | $4,299+280.2% |
| Participant deferral / active EE | $6,600 | $5,672+16.4% | $4,953+33.3% | $6,507+1.4% |
| Admin fee / account holder | $50,056 | $14,945+234.9% | $11,989+317.5% | $12,624+296.5% |