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 | $238,130 | $217,402+9.5% | $185,823+28.1% | $167,490+42.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.61% | 148.36%-138.8pp | 122.05%-112.4pp | 478.56%-469.0pp |
| Employer contribution / active EE | $9,025 | $5,873+53.7% | $5,167+74.6% | $4,837+86.6% |
| Participant deferral / active EE | $9,375 | $6,356+47.5% | $5,568+68.4% | $6,341+47.8% |
| Admin fee / account holder | $2,045 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |