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 | $231,430 | $209,411+10.5% | $178,490+29.7% | $158,922+45.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.93% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,873 | $5,706-67.2% | $5,011-62.6% | $4,761-60.7% |
| Participant deferral / active EE | $5,860 | $5,954-1.6% | $5,202+12.7% | $5,982-2.0% |
| Admin fee / account holder | $3,100 | $17,074-81.8% | $13,984-77.8% | $11,246-72.4% |