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 | $181,731 | $210,648-13.7% | $177,989+2.1% | $145,922+24.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.62% | 385.86%-374.2pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,279 | $4,565-28.2% | $3,949-17.0% | $4,660-29.6% |
| Participant deferral / active EE | $3,757 | $6,958-46.0% | $6,276-40.1% | $6,688-43.8% |
| Admin fee / account holder | $2,146 | $12,013-82.1% | $10,363-79.3% | $13,397-84.0% |