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 | $198,529 | $209,411-5.2% | $178,490+11.2% | $158,922+24.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.55% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $6,120 | $5,706+7.3% | $5,011+22.1% | $4,761+28.5% |
| Participant deferral / active EE | $6,732 | $5,954+13.1% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $8,726 | $17,074-48.9% | $13,984-37.6% | $11,246-22.4% |