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 | $174,113 | $217,402-19.9% | $185,823-6.3% | $167,490+4.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.52% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $6,269 | $5,873+6.7% | $5,167+21.3% | $4,837+29.6% |
| Participant deferral / active EE | $9,985 | $6,356+57.1% | $5,568+79.3% | $6,341+57.5% |
| Admin fee / account holder | $57,143 | $19,811+188.4% | $16,237+251.9% | $12,309+364.2% |