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 | $198,293 | $175,202+13.2% | $149,673+32.5% | $139,434+42.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.88% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,194 | $5,474-5.1% | $4,818+7.8% | $4,751+9.3% |
| Participant deferral / active EE | $5,599 | $6,519-14.1% | $5,680-1.4% | $6,710-16.6% |
| Admin fee / account holder | $10,385 | $16,150-35.7% | $13,210-21.4% | $11,403-8.9% |