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 | $206,587 | $217,402-5.0% | $185,823+11.2% | $167,490+23.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.54% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,721 | $5,873-70.7% | $5,167-66.7% | $4,837-64.4% |
| Participant deferral / active EE | $3,147 | $6,356-50.5% | $5,568-43.5% | $6,341-50.4% |
| Admin fee / account holder | $2,360 | $19,811-88.1% | $16,237-85.5% | $12,309-80.8% |