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 | $225,901 | $175,202+28.9% | $149,673+50.9% | $139,434+62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $9,733 | $5,474+77.8% | $4,818+102.0% | $4,751+104.9% |
| Participant deferral / active EE | $13,560 | $6,519+108.0% | $5,680+138.7% | $6,710+102.1% |
| Admin fee / account holder | $89,590 | $16,150+454.7% | $13,210+578.2% | $11,403+685.7% |