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 | $229,801 | $183,519+25.2% | $155,509+47.8% | $145,922+57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.30% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,500 | $5,313-15.3% | $4,672-3.7% | $4,660-3.4% |
| Participant deferral / active EE | $6,340 | $6,462-1.9% | $5,626+12.7% | $6,688-5.2% |
| Admin fee / account holder | $154,939 | $19,313+702.3% | $15,912+873.7% | $13,397+1056.5% |