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 | $185,448 | $175,202+5.8% | $149,673+23.9% | $139,434+33.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,586 | $5,474-16.2% | $4,818-4.8% | $4,751-3.5% |
| Participant deferral / active EE | $10,128 | $6,519+55.4% | $5,680+78.3% | $6,710+50.9% |
| Admin fee / account holder | $5,388 | $16,150-66.6% | $13,210-59.2% | $11,403-52.8% |