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 | $186,916 | $185,200+0.9% | $142,863+30.8% | $167,490+11.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.76% | 8555.70%-8544.9pp | 5637.54%-5626.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $12,258 | $5,604+118.7% | $4,144+195.8% | $4,837+153.4% |
| Participant deferral / active EE | $7,850 | $4,494+74.7% | $3,837+104.6% | $6,341+23.8% |
| Admin fee / account holder | $5,419 | $8,031-32.5% | $6,560-17.4% | $12,309-56.0% |