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 | $232,966 | $209,411+11.2% | $178,490+30.5% | $158,922+46.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.10% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $13,641 | $5,706+139.0% | $5,011+172.2% | $4,761+186.5% |
| Participant deferral / active EE | $8,036 | $5,954+35.0% | $5,202+54.5% | $5,982+34.3% |
| Admin fee / account holder | $5,317 | $17,074-68.9% | $13,984-62.0% | $11,246-52.7% |