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 | $201,284 | $157,256+28.0% | $141,162+42.6% | $152,861+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.53% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $4,232 | $5,261-19.6% | $4,735-10.6% | $4,762-11.1% |
| Participant deferral / active EE | $11,018 | $7,109+55.0% | $6,709+64.2% | $5,850+88.3% |
| Admin fee / account holder | $106,518 | $12,120+778.9% | $10,261+938.1% | $11,596+818.5% |