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 | $227,806 | $217,402+4.8% | $185,823+22.6% | $167,490+36.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.12% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,981 | $5,873+1.8% | $5,167+15.7% | $4,837+23.6% |
| Participant deferral / active EE | $9,262 | $6,356+45.7% | $5,568+66.3% | $6,341+46.1% |
| Admin fee / account holder | $3,363 | $19,811-83.0% | $16,237-79.3% | $12,309-72.7% |