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 | $226,754 | $217,402+4.3% | $185,823+22.0% | $167,490+35.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.03% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,578 | $5,873-22.0% | $5,167-11.4% | $4,837-5.4% |
| Participant deferral / active EE | $7,288 | $6,356+14.7% | $5,568+30.9% | $6,341+14.9% |
| Admin fee / account holder | $19,040 | $19,811-3.9% | $16,237+17.3% | $12,309+54.7% |