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 | $175,837 | $165,335+6.4% | $149,696+17.5% | $158,922+10.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.20% | 348.15%-317.9pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $14,079 | $5,103+175.9% | $4,644+203.2% | $4,761+195.7% |
| Participant deferral / active EE | $9,440 | $7,181+31.4% | $6,842+38.0% | $5,982+57.8% |
| Admin fee / account holder | $11,097 | $10,807+2.7% | $9,309+19.2% | $11,246-1.3% |