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 | $200,696 | $165,335+21.4% | $149,696+34.1% | $158,922+26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.82% | 348.15%-316.3pp | 276.60%-244.8pp | 302.83%-271.0pp |
| Employer contribution / active EE | $2,997 | $5,103-41.3% | $4,644-35.5% | $4,761-37.0% |
| Participant deferral / active EE | $7,300 | $7,181+1.6% | $6,842+6.7% | $5,982+22.0% |
| Admin fee / account holder | $45,353 | $10,807+319.7% | $9,309+387.2% | $11,246+303.3% |