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 | $202,404 | $209,411-3.3% | $178,490+13.4% | $158,922+27.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.61% | 188.75%-168.1pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $5,411 | $5,706-5.2% | $5,011+8.0% | $4,761+13.6% |
| Participant deferral / active EE | $7,068 | $5,954+18.7% | $5,202+35.9% | $5,982+18.2% |
| Admin fee / account holder | $13,905 | $17,074-18.6% | $13,984-0.6% | $11,246+23.6% |