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 | $207,976 | $183,519+13.3% | $155,509+33.7% | $145,922+42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.74% | 61.17%-33.4pp | 64.67%-36.9pp | 561.29%-533.5pp |
| Employer contribution / active EE | $9,548 | $5,313+79.7% | $4,672+104.4% | $4,660+104.9% |
| Participant deferral / active EE | $3,810 | $6,462-41.0% | $5,626-32.3% | $6,688-43.0% |
| Admin fee / account holder | $1,212 | $19,313-93.7% | $15,912-92.4% | $13,397-91.0% |