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 | $185,142 | $217,402-14.8% | $185,823-0.4% | $167,490+10.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.54% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $16,815 | $5,873+186.3% | $5,167+225.4% | $4,837+247.6% |
| Participant deferral / active EE | $15,065 | $6,356+137.0% | $5,568+170.6% | $6,341+137.6% |
| Admin fee / account holder | $7,462 | $19,811-62.3% | $16,237-54.0% | $12,309-39.4% |