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 | $201,906 | $202,318-0.2% | $172,739+16.9% | $152,861+32.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.04% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $4,832 | $5,856-17.5% | $5,143-6.0% | $4,762+1.5% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,850+116.5% |
| Admin fee / account holder | $12,346 | $17,109-27.8% | $13,954-11.5% | $11,596+6.5% |