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 9-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 | $202,193 | $183,519+10.2% | $155,509+30.0% | $145,922+38.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $9,935 | $5,313+87.0% | $4,672+112.6% | $4,660+113.2% |
| Participant deferral / active EE | $5,479 | $6,462-15.2% | $5,626-2.6% | $6,688-18.1% |
| Admin fee / account holder | $11,400 | $19,313-41.0% | $15,912-28.4% | $13,397-14.9% |