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 | $230,164 | $159,901+43.9% | $146,958+56.6% | $145,922+57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,519 | $5,286-14.5% | $4,933-8.4% | $4,660-3.0% |
| Participant deferral / active EE | $11,399 | $8,428+35.3% | $8,070+41.3% | $6,688+70.5% |
| Admin fee / account holder | $14,039 | $15,044-6.7% | $12,998+8.0% | $13,397+4.8% |