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 | $196,403 | $175,202+12.1% | $149,673+31.2% | $139,434+40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $6,819 | $5,474+24.6% | $4,818+41.5% | $4,751+43.5% |
| Participant deferral / active EE | $3,872 | $6,519-40.6% | $5,680-31.8% | $6,710-42.3% |
| Admin fee / account holder | $22,812 | $16,150+41.3% | $13,210+72.7% | $11,403+100.1% |