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 | $183,140 | $209,411-12.5% | $178,490+2.6% | $158,922+15.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.44% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,583 | $5,706-19.7% | $5,011-8.5% | $4,761-3.7% |
| Participant deferral / active EE | $4,665 | $5,954-21.6% | $5,202-10.3% | $5,982-22.0% |
| Admin fee / account holder | $1,454 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |