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 | $200,513 | $209,411-4.2% | $178,490+12.3% | $158,922+26.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.77% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $5,857 | $5,706+2.6% | $5,011+16.9% | $4,761+23.0% |
| Participant deferral / active EE | $5,143 | $5,954-13.6% | $5,202-1.1% | $5,982-14.0% |
| Admin fee / account holder | $2,350 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |