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 | $229,191 | $183,519+24.9% | $155,509+47.4% | $145,922+57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $8,598 | $5,313+61.8% | $4,672+84.0% | $4,660+84.5% |
| Participant deferral / active EE | $7,408 | $6,462+14.6% | $5,626+31.7% | $6,688+10.8% |
| Admin fee / account holder | $61,995 | $19,313+221.0% | $15,912+289.6% | $13,397+362.8% |