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 | $219,092 | $217,402+0.8% | $185,823+17.9% | $167,490+30.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.85% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,989 | $5,873-32.1% | $5,167-22.8% | $4,837-17.5% |
| Participant deferral / active EE | $7,036 | $6,356+10.7% | $5,568+26.4% | $6,341+11.0% |
| Admin fee / account holder | $156,786 | $19,811+691.4% | $16,237+865.6% | $12,309+1173.7% |