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 | $192,254 | $156,846+22.6% | $121,098+58.8% | $139,434+37.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 1474.56%-1460.5pp | 985.75%-971.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $6,319 | $5,536+14.1% | $4,164+51.8% | $4,751+33.0% |
| Participant deferral / active EE | $7,007 | $4,844+44.6% | $4,080+71.7% | $6,710+4.4% |
| Admin fee / account holder | $29,823 | $6,946+329.4% | $5,644+428.3% | $11,403+161.5% |