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 | $199,544 | $183,963+8.5% | $162,163+23.1% | $152,861+30.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.43% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $10,753 | $6,371+68.8% | $5,614+91.5% | $4,762+125.8% |
| Participant deferral / active EE | $8,518 | $8,034+6.0% | $7,298+16.7% | $5,850+45.6% |
| Admin fee / account holder | $740 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |