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 | $174,406 | $165,984+5.1% | $164,813+5.8% | $145,922+19.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.76% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,892 | $5,273-7.2% | $4,341+12.7% | $4,660+5.0% |
| Participant deferral / active EE | $10,930 | $6,959+57.1% | $6,031+81.2% | $6,688+63.4% |
| Admin fee / account holder | $1,078 | $16,648-93.5% | $12,690-91.5% | $13,397-92.0% |