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 | $208,372 | $158,398+31.5% | $126,539+64.7% | $142,382+46.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.92% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,214 | $4,650+141.2% | $3,674+205.2% | $4,299+160.8% |
| Participant deferral / active EE | $7,802 | $4,767+63.7% | $4,083+91.1% | $6,507+19.9% |
| Admin fee / account holder | $2,425 | $6,918-65.0% | $6,065-60.0% | $12,624-80.8% |