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 | $174,796 | $175,202-0.2% | $149,673+16.8% | $139,434+25.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $14,809 | $5,474+170.5% | $4,818+207.4% | $4,751+211.7% |
| Participant deferral / active EE | $9,387 | $6,519+44.0% | $5,680+65.3% | $6,710+39.9% |
| Admin fee / account holder | $658 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |