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 | $194,633 | $217,402-10.5% | $185,823+4.7% | $167,490+16.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.81% | 148.36%-135.6pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $9,821 | $5,873+67.2% | $5,167+90.1% | $4,837+103.0% |
| Participant deferral / active EE | $6,521 | $6,356+2.6% | $5,568+17.1% | $6,341+2.8% |
| Admin fee / account holder | $184,951 | $19,811+833.6% | $16,237+1039.0% | $12,309+1402.6% |