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 | $188,731 | $209,411-9.9% | $178,490+5.7% | $158,922+18.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.75% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $8,227 | $5,706+44.2% | $5,011+64.2% | $4,761+72.8% |
| Participant deferral / active EE | $7,675 | $5,954+28.9% | $5,202+47.6% | $5,982+28.3% |
| Admin fee / account holder | $1,671 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |