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 | $122,244 | $183,963-33.5% | $162,163-24.6% | $152,861-20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.95% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $13,547 | $6,371+112.6% | $5,614+141.3% | $4,762+184.5% |
| Participant deferral / active EE | $9,473 | $8,034+17.9% | $7,298+29.8% | $5,850+61.9% |
| Admin fee / account holder | $31,819 | $13,121+142.5% | $10,843+193.5% | $11,596+174.4% |