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 | $211,072 | $133,922+57.6% | $116,228+81.6% | $142,382+48.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.78% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $20,821 | $3,446+504.3% | $2,994+595.3% | $4,299+384.3% |
| Participant deferral / active EE | $6,429 | $5,672+13.3% | $4,953+29.8% | $6,507-1.2% |
| Admin fee / account holder | $800 | $14,945-94.6% | $11,989-93.3% | $12,624-93.7% |