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 9-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 | $192,367 | $210,648-8.7% | $177,989+8.1% | $145,922+31.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.01% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,314 | $4,565+16.4% | $3,949+34.6% | $4,660+14.0% |
| Participant deferral / active EE | $12,554 | $6,958+80.4% | $6,276+100.0% | $6,688+87.7% |
| Admin fee / account holder | $1,265 | $12,013-89.5% | $10,363-87.8% | $13,397-90.6% |