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 | $226,027 | $176,056+28.4% | $159,436+41.8% | $167,490+34.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.41% | 331.75%-308.3pp | 263.57%-240.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $4,434 | $5,297-16.3% | $4,829-8.2% | $4,837-8.3% |
| Participant deferral / active EE | $11,696 | $7,750+50.9% | $7,352+59.1% | $6,341+84.4% |
| Admin fee / account holder | $9,006 | $12,554-28.3% | $10,799-16.6% | $12,309-26.8% |