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 8-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 | $171,746 | $169,032+1.6% | $129,207+32.9% | $145,922+17.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.88% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $30,019 | $5,537+442.2% | $4,153+622.8% | $4,660+544.2% |
| Participant deferral / active EE | $24,733 | $4,987+395.9% | $4,168+493.4% | $6,688+269.8% |
| Admin fee / account holder | $10,623 | $9,954+6.7% | $7,715+37.7% | $13,397-20.7% |