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 | $239,412 | $209,411+14.3% | $178,490+34.1% | $158,922+50.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.13% | 188.75%-162.6pp | 151.07%-124.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $15,189 | $5,706+166.2% | $5,011+203.1% | $4,761+219.0% |
| Participant deferral / active EE | $10,196 | $5,954+71.2% | $5,202+96.0% | $5,982+70.4% |
| Admin fee / account holder | $3,291 | $17,074-80.7% | $13,984-76.5% | $11,246-70.7% |