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 | $249,231 | $209,411+19.0% | $178,490+39.6% | $158,922+56.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.86% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,024 | $5,706-47.0% | $5,011-39.6% | $4,761-36.5% |
| Participant deferral / active EE | $6,650 | $5,954+11.7% | $5,202+27.8% | $5,982+11.2% |
| Admin fee / account holder | $2,176 | $17,074-87.3% | $13,984-84.4% | $11,246-80.6% |