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 | $169,027 | $198,466-14.8% | $170,442-0.8% | $147,584+14.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.00% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $8,148 | $6,184+31.8% | $5,433+50.0% | $4,876+67.1% |
| Participant deferral / active EE | $6,316 | $5,629+12.2% | $4,939+27.9% | $5,439+16.1% |
| Admin fee / account holder | $2,184 | $16,852-87.0% | $13,880-84.3% | $10,885-79.9% |