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 | $232,728 | $209,411+11.1% | $178,490+30.4% | $158,922+46.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.62% | 188.75%-176.1pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $6,657 | $5,706+16.7% | $5,011+32.9% | $4,761+39.8% |
| Participant deferral / active EE | $6,780 | $5,954+13.9% | $5,202+30.3% | $5,982+13.3% |
| Admin fee / account holder | $11,124 | $17,074-34.9% | $13,984-20.5% | $11,246-1.1% |