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 | $197,050 | $180,449+9.2% | $154,107+27.9% | $135,375+45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.20% | 888.09%-879.9pp | 735.12%-726.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $1,830 | $6,035-69.7% | $5,298-65.5% | $4,779-61.7% |
| Participant deferral / active EE | $4,975 | $5,806-14.3% | $5,081-2.1% | $5,609-11.3% |
| Admin fee / account holder | $77,120 | $16,143+377.7% | $13,411+475.1% | $10,827+612.3% |