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 | $204,226 | $217,402-6.1% | $185,823+9.9% | $167,490+21.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.68% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,245 | $5,873-61.8% | $5,167-56.6% | $4,837-53.6% |
| Participant deferral / active EE | $7,883 | $6,356+24.0% | $5,568+41.6% | $6,341+24.3% |
| Admin fee / account holder | $4,431 | $19,811-77.6% | $16,237-72.7% | $12,309-64.0% |