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 | $207,439 | $135,635+52.9% | $110,238+88.2% | $135,375+53.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.60% | 513.19%-503.6pp | 314.74%-305.1pp | 519.73%-510.1pp |
| Employer contribution / active EE | $5,747 | $4,906+17.1% | $3,826+50.2% | $4,779+20.3% |
| Participant deferral / active EE | $7,638 | $5,506+38.7% | $4,672+63.5% | $5,609+36.2% |
| Admin fee / account holder | $1,486 | $11,457-87.0% | $8,547-82.6% | $10,827-86.3% |