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 | $239,093 | $209,411+14.2% | $178,490+34.0% | $158,922+50.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.34% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,838 | $5,706-50.3% | $5,011-43.4% | $4,761-40.4% |
| Participant deferral / active EE | $4,638 | $5,954-22.1% | $5,202-10.8% | $5,982-22.5% |
| Admin fee / account holder | $2,414 | $17,074-85.9% | $13,984-82.7% | $11,246-78.5% |