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 | $210,389 | $165,335+27.2% | $149,696+40.5% | $158,922+32.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 62.22% | 348.15%-285.9pp | 276.60%-214.4pp | 302.83%-240.6pp |
| Employer contribution / active EE | $1,880 | $5,103-63.2% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $3,149 | $7,181-56.1% | $6,842-54.0% | $5,982-47.4% |
| Admin fee / account holder | $2,652 | $10,807-75.5% | $9,309-71.5% | $11,246-76.4% |