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 | $211,537 | $144,119+46.8% | $117,854+79.5% | $147,584+43.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.44% | 531.15%-509.7pp | 335.08%-313.6pp | 578.55%-557.1pp |
| Employer contribution / active EE | $8,185 | $4,896+67.2% | $3,786+116.2% | $4,876+67.9% |
| Participant deferral / active EE | $7,462 | $5,316+40.4% | $4,482+66.5% | $5,439+37.2% |
| Admin fee / account holder | $433 | $10,886-96.0% | $8,020-94.6% | $10,885-96.0% |