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 | $210,320 | $209,411+0.4% | $178,490+17.8% | $158,922+32.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.89% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $4,903 | $5,706-14.1% | $5,011-2.1% | $4,761+3.0% |
| Participant deferral / active EE | $7,422 | $5,954+24.6% | $5,202+42.7% | $5,982+24.1% |
| Admin fee / account holder | $1,788 | $17,074-89.5% | $13,984-87.2% | $11,246-84.1% |