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 | $179,832 | $183,963-2.2% | $162,163+10.9% | $152,861+17.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.99% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,062 | $6,371-4.9% | $5,614+8.0% | $4,762+27.3% |
| Participant deferral / active EE | $17,867 | $8,034+122.4% | $7,298+144.8% | $5,850+205.4% |
| Admin fee / account holder | $1,125 | $13,121-91.4% | $10,843-89.6% | $11,596-90.3% |