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 | $243,972 | $217,402+12.2% | $185,823+31.3% | $167,490+45.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.94% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $13,141 | $5,873+123.7% | $5,167+154.3% | $4,837+171.7% |
| Participant deferral / active EE | $6,887 | $6,356+8.4% | $5,568+23.7% | $6,341+8.6% |
| Admin fee / account holder | $333 | $19,811-98.3% | $16,237-97.9% | $12,309-97.3% |