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 | $238,624 | $226,064+5.6% | $182,532+30.7% | $152,861+56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.52% | 192.51%-178.0pp | 148.54%-134.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $7,117 | $4,978+42.9% | $4,076+74.6% | $4,762+49.4% |
| Participant deferral / active EE | $6,524 | $6,368+2.4% | $5,524+18.1% | $5,850+11.5% |
| Admin fee / account holder | $11,756 | $10,703+9.8% | $8,592+36.8% | $11,596+1.4% |