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 | $206,742 | $209,411-1.3% | $178,490+15.8% | $158,922+30.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.39% | 188.75%-152.4pp | 151.07%-114.7pp | 302.83%-266.4pp |
| Employer contribution / active EE | $2,869 | $5,706-49.7% | $5,011-42.7% | $4,761-39.7% |
| Participant deferral / active EE | $5,571 | $5,954-6.4% | $5,202+7.1% | $5,982-6.9% |
| Admin fee / account holder | $2,036 | $17,074-88.1% | $13,984-85.4% | $11,246-81.9% |