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 | $169,636 | $197,591-14.1% | $177,821-4.6% | $158,922+6.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.16% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $22,300 | $6,697+233.0% | $5,918+276.8% | $4,761+368.4% |
| Participant deferral / active EE | $8,854 | $8,405+5.3% | $7,714+14.8% | $5,982+48.0% |
| Admin fee / account holder | $18,713 | $15,399+21.5% | $12,427+50.6% | $11,246+66.4% |