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 | $174,107 | $198,466-12.3% | $170,442+2.2% | $147,584+18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $7,886 | $6,184+27.5% | $5,433+45.2% | $4,876+61.7% |
| Participant deferral / active EE | $5,072 | $5,629-9.9% | $4,939+2.7% | $5,439-6.7% |
| Admin fee / account holder | $38,412 | $16,852+127.9% | $13,880+176.7% | $10,885+252.9% |