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 | $178,085 | $183,963-3.2% | $162,163+9.8% | $152,861+16.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.16% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,656 | $6,371-58.3% | $5,614-52.7% | $4,762-44.2% |
| Participant deferral / active EE | $9,331 | $8,034+16.1% | $7,298+27.8% | $5,850+59.5% |
| Admin fee / account holder | $1,617 | $13,121-87.7% | $10,843-85.1% | $11,596-86.1% |