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 | $194,912 | $209,411-6.9% | $178,490+9.2% | $158,922+22.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.61% | 188.75%-182.1pp | 151.07%-144.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $8,758 | $5,706+53.5% | $5,011+74.8% | $4,761+83.9% |
| Participant deferral / active EE | $7,875 | $5,954+32.3% | $5,202+51.4% | $5,982+31.6% |
| Admin fee / account holder | $20,566 | $17,074+20.5% | $13,984+47.1% | $11,246+82.9% |