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 | $208,024 | $159,901+30.1% | $146,958+41.6% | $145,922+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.20% | 98.13%-65.9pp | 418.34%-386.1pp | 561.29%-529.1pp |
| Employer contribution / active EE | $12,351 | $5,286+133.6% | $4,933+150.4% | $4,660+165.1% |
| Participant deferral / active EE | $15,850 | $8,428+88.1% | $8,070+96.4% | $6,688+137.0% |
| Admin fee / account holder | $14,049 | $15,044-6.6% | $12,998+8.1% | $13,397+4.9% |