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 | $225,092 | $159,901+40.8% | $146,958+53.2% | $145,922+54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.18% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $14,627 | $5,286+176.7% | $4,933+196.5% | $4,660+213.9% |
| Participant deferral / active EE | $11,193 | $8,428+32.8% | $8,070+38.7% | $6,688+67.4% |
| Admin fee / account holder | $885 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |