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 | $204,422 | $183,963+11.1% | $162,163+26.1% | $152,861+33.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.07% | 150.76%-114.7pp | 115.59%-79.5pp | 345.32%-309.2pp |
| Employer contribution / active EE | $29,010 | $6,371+355.4% | $5,614+416.8% | $4,762+509.2% |
| Participant deferral / active EE | $15,305 | $8,034+90.5% | $7,298+109.7% | $5,850+161.6% |
| Admin fee / account holder | $1,562 | $13,121-88.1% | $10,843-85.6% | $11,596-86.5% |