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 | $213,148 | $180,449+18.1% | $154,107+38.3% | $135,375+57.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.72% | 888.09%-886.4pp | 735.12%-733.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $10,817 | $6,035+79.2% | $5,298+104.2% | $4,779+126.4% |
| Participant deferral / active EE | $14,166 | $5,806+144.0% | $5,081+178.8% | $5,609+152.6% |
| Admin fee / account holder | $10,286 | $16,143-36.3% | $13,411-23.3% | $10,827-5.0% |