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 | $203,730 | $217,402-6.3% | $185,823+9.6% | $167,490+21.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.43% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $8,471 | $5,873+44.2% | $5,167+63.9% | $4,837+75.1% |
| Participant deferral / active EE | $9,866 | $6,356+55.2% | $5,568+77.2% | $6,341+55.6% |
| Admin fee / account holder | $10,483 | $19,811-47.1% | $16,237-35.4% | $12,309-14.8% |