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 | $195,908 | $175,202+11.8% | $149,673+30.9% | $139,434+40.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.68% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $7,995 | $5,474+46.0% | $4,818+65.9% | $4,751+68.3% |
| Participant deferral / active EE | $10,339 | $6,519+58.6% | $5,680+82.0% | $6,710+54.1% |
| Admin fee / account holder | $39,972 | $16,150+147.5% | $13,210+202.6% | $11,403+250.6% |