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 | $213,796 | $185,200+15.4% | $142,863+49.7% | $167,490+27.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.88% | 8555.70%-8540.8pp | 5637.54%-5622.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $14,754 | $5,604+163.3% | $4,144+256.1% | $4,837+205.0% |
| Participant deferral / active EE | $8,667 | $4,494+92.8% | $3,837+125.9% | $6,341+36.7% |
| Admin fee / account holder | $2,145 | $8,031-73.3% | $6,560-67.3% | $12,309-82.6% |