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 | $177,825 | $175,202+1.5% | $149,673+18.8% | $139,434+27.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,860 | $5,474-29.5% | $4,818-19.9% | $4,751-18.7% |
| Participant deferral / active EE | $6,990 | $6,519+7.2% | $5,680+23.1% | $6,710+4.2% |
| Admin fee / account holder | $1,166 | $16,150-92.8% | $13,210-91.2% | $11,403-89.8% |