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 | $121,228 | $209,832-42.2% | $189,513-36.0% | $167,490-27.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $10,751 | $6,914+55.5% | $6,162+74.5% | $4,837+122.3% |
| Participant deferral / active EE | $14,519 | $8,935+62.5% | $8,221+76.6% | $6,341+129.0% |
| Admin fee / account holder | $73,056 | $14,293+411.1% | $12,045+506.5% | $12,309+493.5% |