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 | $214,253 | $209,832+2.1% | $189,513+13.1% | $167,490+27.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.26% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $9,799 | $6,914+41.7% | $6,162+59.0% | $4,837+102.6% |
| Participant deferral / active EE | $14,030 | $8,935+57.0% | $8,221+70.7% | $6,341+121.3% |
| Admin fee / account holder | $712 | $14,293-95.0% | $12,045-94.1% | $12,309-94.2% |