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 | $194,794 | $175,202+11.2% | $149,673+30.1% | $139,434+39.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,962 | $5,474-9.4% | $4,818+3.0% | $4,751+4.4% |
| Participant deferral / active EE | $8,859 | $6,519+35.9% | $5,680+56.0% | $6,710+32.0% |
| Admin fee / account holder | $5,776 | $16,150-64.2% | $13,210-56.3% | $11,403-49.3% |