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 | $241,279 | $198,466+21.6% | $170,442+41.6% | $147,584+63.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 44.73% | 257.29%-212.6pp | 205.93%-161.2pp | 578.55%-533.8pp |
| Employer contribution / active EE | $1,735 | $6,184-71.9% | $5,433-68.1% | $4,876-64.4% |
| Participant deferral / active EE | $6,432 | $5,629+14.3% | $4,939+30.2% | $5,439+18.3% |
| Admin fee / account holder | $19,465 | $16,852+15.5% | $13,880+40.2% | $10,885+78.8% |