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 | $208,486 | $217,402-4.1% | $185,823+12.2% | $167,490+24.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $15,080 | $5,873+156.8% | $5,167+191.8% | $4,837+211.7% |
| Participant deferral / active EE | $10,908 | $6,356+71.6% | $5,568+95.9% | $6,341+72.0% |
| Admin fee / account holder | $1,355 | $19,811-93.2% | $16,237-91.7% | $12,309-89.0% |