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 | $175,683 | $175,202+0.3% | $149,673+17.4% | $139,434+26.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.10% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,490 | $5,474+18.6% | $4,818+34.7% | $4,751+36.6% |
| Participant deferral / active EE | $8,681 | $6,519+33.2% | $5,680+52.8% | $6,710+29.4% |
| Admin fee / account holder | $1,011 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |