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 | $151,489 | $175,202-13.5% | $149,673+1.2% | $139,434+8.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,363 | $5,474-38.6% | $4,818-30.2% | $4,751-29.2% |
| Participant deferral / active EE | $9,475 | $6,519+45.4% | $5,680+66.8% | $6,710+41.2% |
| Admin fee / account holder | $26,367 | $16,150+63.3% | $13,210+99.6% | $11,403+131.2% |