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 | $238,307 | $209,832+13.6% | $189,513+25.7% | $167,490+42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.65% | 748.27%-730.6pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $10,551 | $6,914+52.6% | $6,162+71.2% | $4,837+118.1% |
| Participant deferral / active EE | $11,953 | $8,935+33.8% | $8,221+45.4% | $6,341+88.5% |
| Admin fee / account holder | $1,222 | $14,293-91.5% | $12,045-89.9% | $12,309-90.1% |