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 | $175,084 | $176,056-0.6% | $159,436+9.8% | $167,490+4.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.64% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,859 | $5,297-64.9% | $4,829-61.5% | $4,837-61.6% |
| Participant deferral / active EE | $10,672 | $7,750+37.7% | $7,352+45.2% | $6,341+68.3% |
| Admin fee / account holder | $488 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |