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 | $214,843 | $209,411+2.6% | $178,490+20.4% | $158,922+35.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.45% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,107 | $5,706-63.1% | $5,011-57.9% | $4,761-55.7% |
| Participant deferral / active EE | $6,594 | $5,954+10.8% | $5,202+26.8% | $5,982+10.2% |
| Admin fee / account holder | $61,617 | $17,074+260.9% | $13,984+340.6% | $11,246+447.9% |