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 | $216,476 | $209,411+3.4% | $178,490+21.3% | $158,922+36.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.78% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,494 | $5,706-38.8% | $5,011-30.3% | $4,761-26.6% |
| Participant deferral / active EE | $11,308 | $5,954+89.9% | $5,202+117.4% | $5,982+89.0% |
| Admin fee / account holder | $14,184 | $17,074-16.9% | $13,984+1.4% | $11,246+26.1% |