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 | $226,089 | $217,402+4.0% | $185,823+21.7% | $167,490+35.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.15% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,830 | $5,873-34.8% | $5,167-25.9% | $4,837-20.8% |
| Participant deferral / active EE | $7,249 | $6,356+14.0% | $5,568+30.2% | $6,341+14.3% |
| Admin fee / account holder | $8,184 | $19,811-58.7% | $16,237-49.6% | $12,309-33.5% |