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 | $167,783 | $154,117+8.9% | $129,995+29.1% | $139,434+20.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 32.48%-20.4pp | -137.18%+149.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,791 | $5,289-9.4% | $4,320+10.9% | $4,751+0.8% |
| Participant deferral / active EE | $10,969 | $6,710+63.5% | $5,820+88.5% | $6,710+63.5% |
| Admin fee / account holder | $30,907 | $14,007+120.7% | $10,614+191.2% | $11,403+171.1% |