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 | $181,901 | $175,202+3.8% | $149,673+21.5% | $139,434+30.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.22% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $7,644 | $5,474+39.6% | $4,818+58.7% | $4,751+60.9% |
| Participant deferral / active EE | $5,643 | $6,519-13.4% | $5,680-0.6% | $6,710-15.9% |
| Admin fee / account holder | $21,029 | $16,150+30.2% | $13,210+59.2% | $11,403+84.4% |