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 | $195,779 | $209,832-6.7% | $189,513+3.3% | $167,490+16.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.52% | 748.27%-729.8pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $4,160 | $6,914-39.8% | $6,162-32.5% | $4,837-14.0% |
| Participant deferral / active EE | $8,814 | $8,935-1.4% | $8,221+7.2% | $6,341+39.0% |
| Admin fee / account holder | $33,056 | $14,293+131.3% | $12,045+174.4% | $12,309+168.5% |