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 | $225,048 | $198,466+13.4% | $170,442+32.0% | $147,584+52.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.56% | 257.29%-244.7pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $7,584 | $6,184+22.6% | $5,433+39.6% | $4,876+55.5% |
| Participant deferral / active EE | $7,312 | $5,629+29.9% | $4,939+48.0% | $5,439+34.4% |
| Admin fee / account holder | $2,745 | $16,852-83.7% | $13,880-80.2% | $10,885-74.8% |