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 | $233,148 | $177,572+31.3% | $154,803+50.6% | $142,382+63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,493 | $4,810-27.4% | $4,305-18.9% | $4,299-18.7% |
| Participant deferral / active EE | $7,250 | $6,272+15.6% | $5,540+30.9% | $6,507+11.4% |
| Admin fee / account holder | $996 | $16,786-94.1% | $14,329-93.1% | $12,624-92.1% |