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 | $185,555 | $175,202+5.9% | $149,673+24.0% | $139,434+33.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $11,089 | $5,474+102.6% | $4,818+130.2% | $4,751+133.4% |
| Participant deferral / active EE | $6,595 | $6,519+1.2% | $5,680+16.1% | $6,710-1.7% |
| Admin fee / account holder | $860 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |