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 | $179,541 | $180,449-0.5% | $154,107+16.5% | $135,375+32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.41% | 888.09%-880.7pp | 735.12%-727.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $7,221 | $6,035+19.6% | $5,298+36.3% | $4,779+51.1% |
| Participant deferral / active EE | $12,563 | $5,806+116.4% | $5,081+147.3% | $5,609+124.0% |
| Admin fee / account holder | $42,230 | $16,143+161.6% | $13,411+214.9% | $10,827+290.0% |