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 | $212,327 | $226,064-6.1% | $182,532+16.3% | $152,861+38.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.20% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,628 | $4,978-47.2% | $4,076-35.5% | $4,762-44.8% |
| Participant deferral / active EE | $10,603 | $6,368+66.5% | $5,524+91.9% | $5,850+81.2% |
| Admin fee / account holder | $2,785 | $10,703-74.0% | $8,592-67.6% | $11,596-76.0% |