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 | $245,117 | $217,402+12.7% | $185,823+31.9% | $167,490+46.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 112.40% | 148.36%-36.0pp | 122.05%-9.6pp | 478.56%-366.2pp |
| Employer contribution / active EE | $3,208 | $5,873-45.4% | $5,167-37.9% | $4,837-33.7% |
| Participant deferral / active EE | $7,274 | $6,356+14.4% | $5,568+30.6% | $6,341+14.7% |
| Admin fee / account holder | $894 | $19,811-95.5% | $16,237-94.5% | $12,309-92.7% |