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 | $186,594 | $217,402-14.2% | $185,823+0.4% | $167,490+11.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.50% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,890 | $5,873-16.7% | $5,167-5.4% | $4,837+1.1% |
| Participant deferral / active EE | $7,644 | $6,356+20.3% | $5,568+37.3% | $6,341+20.5% |
| Admin fee / account holder | $2,923 | $19,811-85.2% | $16,237-82.0% | $12,309-76.3% |