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 8-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 | $233,868 | $210,648+11.0% | $177,989+31.4% | $145,922+60.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.06% | 385.86%-370.8pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,700 | $4,565+24.9% | $3,949+44.4% | $4,660+22.3% |
| Participant deferral / active EE | $22,500 | $6,958+223.4% | $6,276+258.5% | $6,688+236.4% |
| Admin fee / account holder | $3,419 | $12,013-71.5% | $10,363-67.0% | $13,397-74.5% |