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 | $175,943 | $176,056-0.1% | $159,436+10.4% | $167,490+5.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,225 | $5,297+74.2% | $4,829+91.0% | $4,837+90.7% |
| Participant deferral / active EE | $18,000 | $7,750+132.3% | $7,352+144.8% | $6,341+183.9% |
| Admin fee / account holder | $754 | $12,554-94.0% | $10,799-93.0% | $12,309-93.9% |