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 9-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 | $172,256 | $159,901+7.7% | $146,958+17.2% | $145,922+18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $10,733 | $5,286+103.0% | $4,933+117.6% | $4,660+130.3% |
| Participant deferral / active EE | $23,336 | $8,428+176.9% | $8,070+189.2% | $6,688+248.9% |
| Admin fee / account holder | $29,101 | $15,044+93.4% | $12,998+123.9% | $13,397+117.2% |