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 | $224,003 | $210,648+6.3% | $177,989+25.9% | $145,922+53.5% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 9.67% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,121 | $4,565-53.5% | $3,949-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $6,044 | $6,958-13.1% | $6,276-3.7% | $6,688-9.6% |
| Admin fee / account holder | $842 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |