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 | $200,275 | $210,648-4.9% | $177,989+12.5% | $145,922+37.2% |
| Participation rate | 95.8% | 80.8%+15.1pp | 77.1%+18.7pp | 80.3%+15.6pp |
| Annual return | 15.58% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,448 | $4,565-46.4% | $3,949-38.0% | $4,660-47.5% |
| Participant deferral / active EE | $7,071 | $6,958+1.6% | $6,276+12.7% | $6,688+5.7% |
| Admin fee / account holder | $59,933 | $12,013+398.9% | $10,363+478.3% | $13,397+347.4% |