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 | $180,375 | $198,466-9.1% | $170,442+5.8% | $147,584+22.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.75% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $19,613 | $6,184+217.2% | $5,433+261.0% | $4,876+302.2% |
| Participant deferral / active EE | $10,669 | $5,629+89.5% | $4,939+116.0% | $5,439+96.2% |
| Admin fee / account holder | $3,093 | $16,852-81.6% | $13,880-77.7% | $10,885-71.6% |