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 | $168,483 | $175,202-3.8% | $149,673+12.6% | $139,434+20.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.04% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $9,353 | $5,474+70.9% | $4,818+94.1% | $4,751+96.9% |
| Participant deferral / active EE | $5,823 | $6,519-10.7% | $5,680+2.5% | $6,710-13.2% |
| Admin fee / account holder | $23,875 | $16,150+47.8% | $13,210+80.7% | $11,403+109.4% |