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 | $225,259 | $209,411+7.6% | $178,490+26.2% | $158,922+41.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.71% | 188.75%-168.0pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $11,686 | $5,706+104.8% | $5,011+133.2% | $4,761+145.4% |
| Participant deferral / active EE | $6,768 | $5,954+13.7% | $5,202+30.1% | $5,982+13.1% |
| Admin fee / account holder | $2,422 | $17,074-85.8% | $13,984-82.7% | $11,246-78.5% |