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 | $247,922 | $217,402+14.0% | $185,823+33.4% | $167,490+48.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.99% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $5,341 | $5,873-9.1% | $5,167+3.4% | $4,837+10.4% |
| Participant deferral / active EE | $11,363 | $6,356+78.8% | $5,568+104.1% | $6,341+79.2% |
| Admin fee / account holder | $60,986 | $19,811+207.8% | $16,237+275.6% | $12,309+395.5% |