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 | $220,464 | $217,402+1.4% | $185,823+18.6% | $167,490+31.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.41% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $7,849 | $5,873+33.6% | $5,167+51.9% | $4,837+62.3% |
| Participant deferral / active EE | $9,604 | $6,356+51.1% | $5,568+72.5% | $6,341+51.5% |
| Admin fee / account holder | $4,996 | $19,811-74.8% | $16,237-69.2% | $12,309-59.4% |