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 | $226,209 | $227,553-0.6% | $189,557+19.3% | $167,490+35.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.94% | 78.40%-62.5pp | 64.17%-48.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $8,746 | $5,316+64.5% | $4,412+98.2% | $4,837+80.8% |
| Participant deferral / active EE | $9,985 | $7,002+42.6% | $6,174+61.7% | $6,341+57.5% |
| Admin fee / account holder | $7,722 | $11,878-35.0% | $9,807-21.3% | $12,309-37.3% |