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 | $206,969 | $209,411-1.2% | $178,490+16.0% | $158,922+30.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.17% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,647 | $5,706-36.1% | $5,011-27.2% | $4,761-23.4% |
| Participant deferral / active EE | $7,292 | $5,954+22.5% | $5,202+40.2% | $5,982+21.9% |
| Admin fee / account holder | $6,784 | $17,074-60.3% | $13,984-51.5% | $11,246-39.7% |