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 | $235,843 | $138,044+70.8% | $125,339+88.2% | $134,475+75.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.50% | 750.33%-749.8pp | 572.05%-571.6pp | 417.96%-417.5pp |
| Employer contribution / active EE | $10,081 | $5,243+92.3% | $4,814+109.4% | $4,740+112.7% |
| Participant deferral / active EE | $12,564 | $7,799+61.1% | $7,446+68.7% | $6,400+96.3% |
| Admin fee / account holder | $10,860 | $11,571-6.1% | $10,010+8.5% | $11,426-5.0% |