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 | $170,174 | $183,519-7.3% | $155,509+9.4% | $145,922+16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,258 | $5,313-57.5% | $4,672-51.7% | $4,660-51.5% |
| Participant deferral / active EE | $4,485 | $6,462-30.6% | $5,626-20.3% | $6,688-32.9% |
| Admin fee / account holder | $2,244 | $19,313-88.4% | $15,912-85.9% | $13,397-83.2% |