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 | $230,720 | $209,832+10.0% | $189,513+21.7% | $167,490+37.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.55% | 748.27%-733.7pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,876 | $6,914-72.9% | $6,162-69.6% | $4,837-61.2% |
| Participant deferral / active EE | $9,859 | $8,935+10.3% | $8,221+19.9% | $6,341+55.5% |
| Admin fee / account holder | $2,297 | $14,293-83.9% | $12,045-80.9% | $12,309-81.3% |