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 | $191,233 | $180,449+6.0% | $154,107+24.1% | $135,375+41.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.46% | 888.09%-881.6pp | 735.12%-728.7pp | 519.73%-513.3pp |
| Employer contribution / active EE | $2,118 | $6,035-64.9% | $5,298-60.0% | $4,779-55.7% |
| Participant deferral / active EE | $2,129 | $5,806-63.3% | $5,081-58.1% | $5,609-62.0% |
| Admin fee / account holder | $4,738 | $16,143-70.6% | $13,411-64.7% | $10,827-56.2% |