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 | $201,154 | $175,202+14.8% | $149,673+34.4% | $139,434+44.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.88% | 166.71%-136.8pp | 134.42%-104.5pp | 372.94%-343.1pp |
| Employer contribution / active EE | $17,978 | $5,474+228.4% | $4,818+273.2% | $4,751+278.4% |
| Participant deferral / active EE | $12,199 | $6,519+87.1% | $5,680+114.8% | $6,710+81.8% |
| Admin fee / account holder | $2,332 | $16,150-85.6% | $13,210-82.3% | $11,403-79.5% |