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 | $224,387 | $209,411+7.2% | $178,490+25.7% | $158,922+41.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.55% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $4,080 | $5,706-28.5% | $5,011-18.6% | $4,761-14.3% |
| Participant deferral / active EE | $8,279 | $5,954+39.0% | $5,202+59.2% | $5,982+38.4% |
| Admin fee / account holder | $1,951 | $17,074-88.6% | $13,984-86.0% | $11,246-82.6% |