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 9-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 | $167,083 | $109,982+51.9% | $97,226+71.8% | $145,922+14.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.30% | 242.90%-229.6pp | 75.13%-61.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,452 | $3,084+76.8% | $2,729+99.8% | $4,660+17.0% |
| Participant deferral / active EE | $8,205 | $4,676+75.5% | $4,264+92.4% | $6,688+22.7% |
| Admin fee / account holder | $14,570 | $6,221+134.2% | $5,654+157.7% | $13,397+8.8% |