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 | $215,481 | $209,411+2.9% | $178,490+20.7% | $158,922+35.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.29% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,125 | $5,706-45.2% | $5,011-37.6% | $4,761-34.4% |
| Participant deferral / active EE | $3,081 | $5,954-48.3% | $5,202-40.8% | $5,982-48.5% |
| Admin fee / account holder | $15,063 | $17,074-11.8% | $13,984+7.7% | $11,246+33.9% |