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 9-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 | $213,649 | $209,411+2.0% | $178,490+19.7% | $158,922+34.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.40% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,206 | $5,706-61.3% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $7,219 | $5,954+21.2% | $5,202+38.8% | $5,982+20.7% |
| Admin fee / account holder | $909 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |