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 | $207,053 | $217,402-4.8% | $185,823+11.4% | $167,490+23.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.01% | 148.36%-138.4pp | 122.05%-112.0pp | 478.56%-468.6pp |
| Employer contribution / active EE | $7,143 | $5,873+21.6% | $5,167+38.2% | $4,837+47.7% |
| Participant deferral / active EE | $16,333 | $6,356+157.0% | $5,568+193.3% | $6,341+157.6% |
| Admin fee / account holder | $2,336 | $19,811-88.2% | $16,237-85.6% | $12,309-81.0% |