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 | $187,713 | $124,185+51.2% | $108,410+73.2% | $167,490+12.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 1379.64%-1368.0pp | 905.27%-893.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,841 | $4,187-8.3% | $3,558+7.9% | $4,837-20.6% |
| Participant deferral / active EE | $7,128 | $6,908+3.2% | $6,563+8.6% | $6,341+12.4% |
| Admin fee / account holder | $559 | $9,455-94.1% | $7,295-92.3% | $12,309-95.5% |