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 | $199,105 | $183,519+8.5% | $155,509+28.0% | $145,922+36.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $8,000 | $5,313+50.6% | $4,672+71.2% | $4,660+71.7% |
| Participant deferral / active EE | $6,040 | $6,462-6.5% | $5,626+7.4% | $6,688-9.7% |
| Admin fee / account holder | $2,484 | $19,313-87.1% | $15,912-84.4% | $13,397-81.5% |