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 | $201,596 | $209,832-3.9% | $189,513+6.4% | $167,490+20.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 19.70% | 748.27%-728.6pp | 555.15%-535.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $4,368 | $6,914-36.8% | $6,162-29.1% | $4,837-9.7% |
| Participant deferral / active EE | $10,543 | $8,935+18.0% | $8,221+28.2% | $6,341+66.3% |
| Admin fee / account holder | $552 | $14,293-96.1% | $12,045-95.4% | $12,309-95.5% |