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 | $224,154 | $209,411+7.0% | $178,490+25.6% | $158,922+41.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.30% | 188.75%-179.4pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,869 | $5,706-67.3% | $5,011-62.7% | $4,761-60.7% |
| Participant deferral / active EE | $7,216 | $5,954+21.2% | $5,202+38.7% | $5,982+20.6% |
| Admin fee / account holder | $30,669 | $17,074+79.6% | $13,984+119.3% | $11,246+172.7% |