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 | $227,666 | $217,402+4.7% | $185,823+22.5% | $167,490+35.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.53% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,118 | $5,873-46.9% | $5,167-39.7% | $4,837-35.5% |
| Participant deferral / active EE | $7,885 | $6,356+24.1% | $5,568+41.6% | $6,341+24.4% |
| Admin fee / account holder | $1,568 | $19,811-92.1% | $16,237-90.3% | $12,309-87.3% |