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 | $231,925 | $210,648+10.1% | $177,989+30.3% | $145,922+58.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.10% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,577 | $4,565+0.3% | $3,949+15.9% | $4,660-1.8% |
| Participant deferral / active EE | $15,536 | $6,958+123.3% | $6,276+147.5% | $6,688+132.3% |
| Admin fee / account holder | $29,211 | $12,013+143.2% | $10,363+181.9% | $13,397+118.0% |