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 | $239,352 | $210,648+13.6% | $177,989+34.5% | $145,922+64.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.60% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,012 | $4,565+97.4% | $3,949+128.2% | $4,660+93.4% |
| Participant deferral / active EE | $4,736 | $6,958-31.9% | $6,276-24.5% | $6,688-29.2% |
| Admin fee / account holder | $1,587 | $12,013-86.8% | $10,363-84.7% | $13,397-88.2% |