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 | $221,904 | $209,411+6.0% | $178,490+24.3% | $158,922+39.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.03% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $11,282 | $5,706+97.7% | $5,011+125.2% | $4,761+137.0% |
| Participant deferral / active EE | $7,979 | $5,954+34.0% | $5,202+53.4% | $5,982+33.4% |
| Admin fee / account holder | $13,569 | $17,074-20.5% | $13,984-3.0% | $11,246+20.7% |