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 | $202,464 | $176,056+15.0% | $159,436+27.0% | $167,490+20.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,686 | $5,297-30.4% | $4,829-23.7% | $4,837-23.8% |
| Participant deferral / active EE | $13,928 | $7,750+79.7% | $7,352+89.4% | $6,341+119.6% |
| Admin fee / account holder | $2,119 | $12,554-83.1% | $10,799-80.4% | $12,309-82.8% |