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 | $230,011 | $202,432+13.6% | $169,368+35.8% | $139,434+65.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.43% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $13,924 | $4,692+196.7% | $4,013+247.0% | $4,751+193.1% |
| Participant deferral / active EE | $15,333 | $6,938+121.0% | $6,221+146.5% | $6,710+128.5% |
| Admin fee / account holder | $1,617 | $10,708-84.9% | $9,003-82.0% | $11,403-85.8% |