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 | $231,647 | $217,402+6.6% | $185,823+24.7% | $167,490+38.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.36% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $12,305 | $5,873+109.5% | $5,167+138.1% | $4,837+154.4% |
| Participant deferral / active EE | $7,429 | $6,356+16.9% | $5,568+33.4% | $6,341+17.1% |
| Admin fee / account holder | $34,696 | $19,811+75.1% | $16,237+113.7% | $12,309+181.9% |