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 | $176,084 | $175,202+0.5% | $149,673+17.6% | $139,434+26.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $6,715 | $5,474+22.7% | $4,818+39.4% | $4,751+41.3% |
| Participant deferral / active EE | $5,292 | $6,519-18.8% | $5,680-6.8% | $6,710-21.1% |
| Admin fee / account holder | $597 | $16,150-96.3% | $13,210-95.5% | $11,403-94.8% |