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 | $241,728 | $159,901+51.2% | $146,958+64.5% | $145,922+65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $35,395 | $5,286+569.6% | $4,933+617.5% | $4,660+659.6% |
| Participant deferral / active EE | $12,688 | $8,428+50.5% | $8,070+57.2% | $6,688+89.7% |
| Admin fee / account holder | $118,988 | $15,044+690.9% | $12,998+815.4% | $13,397+788.2% |