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 | $202,258 | $209,411-3.4% | $178,490+13.3% | $158,922+27.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.59% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,903 | $5,706+21.0% | $5,011+37.8% | $4,761+45.0% |
| Participant deferral / active EE | $6,702 | $5,954+12.6% | $5,202+28.8% | $5,982+12.0% |
| Admin fee / account holder | $16,415 | $17,074-3.9% | $13,984+17.4% | $11,246+46.0% |