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 | $235,169 | $203,436+15.6% | $152,466+54.2% | $167,490+40.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 13.32% | 13.80%-0.5pp | 757.33%-744.0pp | 478.56%-465.2pp |
| Employer contribution / active EE | $6,499 | $5,220+24.5% | $4,327+50.2% | $4,837+34.4% |
| Participant deferral / active EE | $14,531 | $6,716+116.4% | $5,820+149.6% | $6,341+129.1% |
| Admin fee / account holder | $28,848 | $22,506+28.2% | $15,805+82.5% | $12,309+134.4% |