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 | $215,782 | $217,402-0.7% | $185,823+16.1% | $167,490+28.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.53% | 148.36%-105.8pp | 122.05%-79.5pp | 478.56%-436.0pp |
| Employer contribution / active EE | $15,707 | $5,873+167.4% | $5,167+204.0% | $4,837+224.7% |
| Participant deferral / active EE | $6,360 | $6,356+0.1% | $5,568+14.2% | $6,341+0.3% |
| Admin fee / account holder | $1,870 | $19,811-90.6% | $16,237-88.5% | $12,309-84.8% |