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 | $187,377 | $209,411-10.5% | $178,490+5.0% | $158,922+17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.86% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $10,780 | $5,706+88.9% | $5,011+115.1% | $4,761+126.4% |
| Participant deferral / active EE | $5,397 | $5,954-9.4% | $5,202+3.8% | $5,982-9.8% |
| Admin fee / account holder | $918 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |