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 | $241,778 | $209,411+15.5% | $178,490+35.5% | $158,922+52.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.80% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,000 | $5,706+5.1% | $5,011+19.7% | $4,761+26.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,902 | $17,074-88.9% | $13,984-86.4% | $11,246-83.1% |