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 | $226,439 | $210,648+7.5% | $177,989+27.2% | $145,922+55.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.09% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,441 | $4,565-46.5% | $3,949-38.2% | $4,660-47.6% |
| Participant deferral / active EE | $9,288 | $6,958+33.5% | $6,276+48.0% | $6,688+38.9% |
| Admin fee / account holder | $2,530 | $12,013-78.9% | $10,363-75.6% | $13,397-81.1% |