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 | $231,482 | $202,432+14.4% | $169,368+36.7% | $139,434+66.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.18% | 531.74%-508.6pp | 405.60%-382.4pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,119 | $4,692-33.5% | $4,013-22.3% | $4,751-34.3% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $17,001 | $10,708+58.8% | $9,003+88.8% | $11,403+49.1% |