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 | $163,323 | $209,411-22.0% | $178,490-8.5% | $158,922+2.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.26% | 188.75%-182.5pp | 151.07%-144.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $7,446 | $5,706+30.5% | $5,011+48.6% | $4,761+56.4% |
| Participant deferral / active EE | $2,116 | $5,954-64.5% | $5,202-59.3% | $5,982-64.6% |
| Admin fee / account holder | $14,278 | $17,074-16.4% | $13,984+2.1% | $11,246+27.0% |