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 | $214,557 | $175,202+22.5% | $149,673+43.4% | $139,434+53.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.61% | 166.71%-141.1pp | 134.42%-108.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $8,011 | $5,474+46.3% | $4,818+66.3% | $4,751+68.6% |
| Participant deferral / active EE | $6,533 | $6,519+0.2% | $5,680+15.0% | $6,710-2.6% |
| Admin fee / account holder | $1,594 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |