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 | $217,906 | $217,402+0.2% | $185,823+17.3% | $167,490+30.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.97% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,948 | $5,873-66.8% | $5,167-62.3% | $4,837-59.7% |
| Participant deferral / active EE | $7,477 | $6,356+17.6% | $5,568+34.3% | $6,341+17.9% |
| Admin fee / account holder | $1,886 | $19,811-90.5% | $16,237-88.4% | $12,309-84.7% |