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 | $190,776 | $176,056+8.4% | $159,436+19.7% | $167,490+13.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.49% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,456 | $5,297-34.8% | $4,829-28.4% | $4,837-28.6% |
| Participant deferral / active EE | $13,393 | $7,750+72.8% | $7,352+82.2% | $6,341+111.2% |
| Admin fee / account holder | $4,005 | $12,554-68.1% | $10,799-62.9% | $12,309-67.5% |