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 | $198,736 | $198,466+0.1% | $170,442+16.6% | $147,584+34.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.45% | 257.29%-233.8pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $4,647 | $6,184-24.8% | $5,433-14.5% | $4,876-4.7% |
| Participant deferral / active EE | $10,194 | $5,629+81.1% | $4,939+106.4% | $5,439+87.4% |
| Admin fee / account holder | $2,417 | $16,852-85.7% | $13,880-82.6% | $10,885-77.8% |