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 | $183,040 | $185,822-1.5% | $169,993+7.7% | $139,434+31.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.68% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $8,922 | $7,590+17.5% | $6,785+31.5% | $4,751+87.8% |
| Participant deferral / active EE | $6,600 | $11,622-43.2% | $10,408-36.6% | $6,710-1.6% |
| Admin fee / account holder | $955 | $15,381-93.8% | $12,815-92.5% | $11,403-91.6% |