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 | $237,905 | $183,963+29.3% | $162,163+46.7% | $152,861+55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.70% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $7,612 | $6,371+19.5% | $5,614+35.6% | $4,762+59.8% |
| Participant deferral / active EE | $11,228 | $8,034+39.8% | $7,298+53.9% | $5,850+91.9% |
| Admin fee / account holder | $34,853 | $13,121+165.6% | $10,843+221.4% | $11,596+200.5% |