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 | $211,480 | $198,466+6.6% | $170,442+24.1% | $147,584+43.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.21% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,704 | $6,184-40.1% | $5,433-31.8% | $4,876-24.0% |
| Participant deferral / active EE | $10,463 | $5,629+85.9% | $4,939+111.8% | $5,439+92.4% |
| Admin fee / account holder | $1,139 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |