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 | $215,890 | $165,335+30.6% | $149,696+44.2% | $158,922+35.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.59% | 348.15%-317.6pp | 276.60%-246.0pp | 302.83%-272.2pp |
| Employer contribution / active EE | $22,812 | $5,103+347.0% | $4,644+391.2% | $4,761+379.1% |
| Participant deferral / active EE | $10,203 | $7,181+42.1% | $6,842+49.1% | $5,982+70.6% |
| Admin fee / account holder | $5,782 | $10,807-46.5% | $9,309-37.9% | $11,246-48.6% |