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 | $203,950 | $175,202+16.4% | $149,673+36.3% | $139,434+46.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $13,442 | $5,474+145.5% | $4,818+179.0% | $4,751+182.9% |
| Participant deferral / active EE | $8,025 | $6,519+23.1% | $5,680+41.3% | $6,710+19.6% |
| Admin fee / account holder | $1,124 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |