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 | $173,013 | $165,335+4.6% | $149,696+15.6% | $158,922+8.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.75% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,991 | $5,103-2.2% | $4,644+7.5% | $4,761+4.8% |
| Participant deferral / active EE | $9,219 | $7,181+28.4% | $6,842+34.7% | $5,982+54.1% |
| Admin fee / account holder | $27,880 | $10,807+158.0% | $9,309+199.5% | $11,246+147.9% |