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 | $179,539 | $165,335+8.6% | $149,696+19.9% | $158,922+13.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.09% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,133 | $5,103+39.8% | $4,644+53.6% | $4,761+49.8% |
| Participant deferral / active EE | $7,178 | $7,1810% | $6,842+4.9% | $5,982+20.0% |
| Admin fee / account holder | $44,222 | $10,807+309.2% | $9,309+375.1% | $11,246+293.2% |