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 | $183,750 | $209,411-12.3% | $178,490+2.9% | $158,922+15.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.38% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,502 | $5,706-56.1% | $5,011-50.1% | $4,761-47.4% |
| Participant deferral / active EE | $6,848 | $5,954+15.0% | $5,202+31.7% | $5,982+14.5% |
| Admin fee / account holder | $22,491 | $17,074+31.7% | $13,984+60.8% | $11,246+100.0% |