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 | $228,096 | $183,963+24.0% | $162,163+40.7% | $152,861+49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.10% | 150.76%-123.7pp | 115.59%-88.5pp | 345.32%-318.2pp |
| Employer contribution / active EE | $5,007 | $6,371-21.4% | $5,614-10.8% | $4,762+5.1% |
| Participant deferral / active EE | $14,385 | $8,034+79.1% | $7,298+97.1% | $5,850+145.9% |
| Admin fee / account holder | $500 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |