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 | $214,619 | $209,411+2.5% | $178,490+20.2% | $158,922+35.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.83% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,340 | $5,706-59.0% | $5,011-53.3% | $4,761-50.9% |
| Participant deferral / active EE | $9,145 | $5,954+53.6% | $5,202+75.8% | $5,982+52.9% |
| Admin fee / account holder | $739 | $17,074-95.7% | $13,984-94.7% | $11,246-93.4% |