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 | $237,564 | $202,432+17.4% | $169,368+40.3% | $139,434+70.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.62% | 531.74%-517.1pp | 405.60%-391.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $5,457 | $4,692+16.3% | $4,013+36.0% | $4,751+14.9% |
| Participant deferral / active EE | $12,230 | $6,938+76.3% | $6,221+96.6% | $6,710+82.3% |
| Admin fee / account holder | $1,621 | $10,708-84.9% | $9,003-82.0% | $11,403-85.8% |