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 | $198,297 | $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 | 17.51% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,380 | $5,474+16.5% | $4,818+32.4% | $4,751+34.3% |
| Participant deferral / active EE | $6,292 | $6,519-3.5% | $5,680+10.8% | $6,710-6.2% |
| Admin fee / account holder | $1,415 | $16,150-91.2% | $13,210-89.3% | $11,403-87.6% |