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 | $202,830 | $175,202+15.8% | $149,673+35.5% | $139,434+45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.43% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,325 | $5,474+15.5% | $4,818+31.3% | $4,751+33.1% |
| Participant deferral / active EE | $12,170 | $6,519+86.7% | $5,680+114.3% | $6,710+81.4% |
| Admin fee / account holder | $3,312 | $16,150-79.5% | $13,210-74.9% | $11,403-71.0% |