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 | $204,030 | $209,411-2.6% | $178,490+14.3% | $158,922+28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,666 | $5,706-18.2% | $5,011-6.9% | $4,761-2.0% |
| Participant deferral / active EE | $11,213 | $5,954+88.3% | $5,202+115.6% | $5,982+87.4% |
| Admin fee / account holder | $7,855 | $17,074-54.0% | $13,984-43.8% | $11,246-30.1% |