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 | $173,417 | $157,256+10.3% | $141,162+22.8% | $152,861+13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.99% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,920 | $5,261+31.5% | $4,735+46.1% | $4,762+45.3% |
| Participant deferral / active EE | $7,235 | $7,109+1.8% | $6,709+7.8% | $5,850+23.7% |
| Admin fee / account holder | $5,554 | $12,120-54.2% | $10,261-45.9% | $11,596-52.1% |