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 | $171,901 | $217,402-20.9% | $185,823-7.5% | $167,490+2.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.88% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $12,484 | $5,873+112.6% | $5,167+141.6% | $4,837+158.1% |
| Participant deferral / active EE | $6,385 | $6,356+0.4% | $5,568+14.7% | $6,341+0.7% |
| Admin fee / account holder | $8,531 | $19,811-56.9% | $16,237-47.5% | $12,309-30.7% |