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 9-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 | $223,923 | $209,411+6.9% | $178,490+25.5% | $158,922+40.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.42% | 188.75%-178.3pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,352 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $13,459 | $5,954+126.0% | $5,202+158.7% | $5,982+125.0% |
| Admin fee / account holder | $1,771 | $17,074-89.6% | $13,984-87.3% | $11,246-84.3% |