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 | $218,824 | $202,432+8.1% | $169,368+29.2% | $139,434+56.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.35% | 531.74%-518.4pp | 405.60%-392.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $14,333 | $4,692+205.5% | $4,013+257.2% | $4,751+201.7% |
| Participant deferral / active EE | $2,766 | $6,938-60.1% | $6,221-55.5% | $6,710-58.8% |
| Admin fee / account holder | $8,209 | $10,708-23.3% | $9,003-8.8% | $11,403-28.0% |