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 | $219,821 | $183,963+19.5% | $162,163+35.6% | $152,861+43.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.35% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $6,004 | $6,371-5.8% | $5,614+7.0% | $4,762+26.1% |
| Participant deferral / active EE | $17,090 | $8,034+112.7% | $7,298+134.2% | $5,850+192.1% |
| Admin fee / account holder | $9,143 | $13,121-30.3% | $10,843-15.7% | $11,596-21.2% |