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 | $211,791 | $175,202+20.9% | $149,673+41.5% | $139,434+51.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.70% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,127 | $5,474-24.6% | $4,818-14.3% | $4,751-13.1% |
| Participant deferral / active EE | $4,830 | $6,519-25.9% | $5,680-15.0% | $6,710-28.0% |
| Admin fee / account holder | $67,762 | $16,150+319.6% | $13,210+413.0% | $11,403+494.3% |