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 | $201,830 | $209,832-3.8% | $189,513+6.5% | $167,490+20.5% |
| Participation rate | 84.2% | 88.7%-4.5pp | 87.8%-3.6pp | 82.1%+2.1pp |
| Annual return | 13.30% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,509 | $6,914-49.2% | $6,162-43.0% | $4,837-27.5% |
| Participant deferral / active EE | $8,714 | $8,935-2.5% | $8,221+6.0% | $6,341+37.4% |
| Admin fee / account holder | $65,435 | $14,293+357.8% | $12,045+443.3% | $12,309+431.6% |