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 | $177,149 | $217,402-18.5% | $185,823-4.7% | $167,490+5.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.18% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $11,252 | $5,873+91.6% | $5,167+117.7% | $4,837+132.6% |
| Participant deferral / active EE | $9,385 | $6,356+47.7% | $5,568+68.6% | $6,341+48.0% |
| Admin fee / account holder | $16,777 | $19,811-15.3% | $16,237+3.3% | $12,309+36.3% |