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 | $147,644 | $175,202-15.7% | $149,673-1.4% | $139,434+5.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.13% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $8,300 | $5,474+51.6% | $4,818+72.3% | $4,751+74.7% |
| Participant deferral / active EE | $7,396 | $6,519+13.5% | $5,680+30.2% | $6,710+10.2% |
| Admin fee / account holder | $8,961 | $16,150-44.5% | $13,210-32.2% | $11,403-21.4% |