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 | $188,050 | $197,591-4.8% | $177,821+5.8% | $158,922+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.82% | 58.76%-40.9pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,711 | $6,697+0.2% | $5,918+13.4% | $4,761+40.9% |
| Participant deferral / active EE | $14,239 | $8,405+69.4% | $7,714+84.6% | $5,982+138.0% |
| Admin fee / account holder | $10,034 | $15,399-34.8% | $12,427-19.3% | $11,246-10.8% |