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 | $211,715 | $198,466+6.7% | $170,442+24.2% | $147,584+43.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,863 | $6,184-37.5% | $5,433-28.9% | $4,876-20.8% |
| Participant deferral / active EE | $8,967 | $5,629+59.3% | $4,939+81.5% | $5,439+64.9% |
| Admin fee / account holder | $798 | $16,852-95.3% | $13,880-94.3% | $10,885-92.7% |