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 | $185,688 | $165,984+11.9% | $164,813+12.7% | $145,922+27.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.20% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,249 | $5,273-57.3% | $4,341-48.2% | $4,660-51.7% |
| Participant deferral / active EE | $11,523 | $6,959+65.6% | $6,031+91.0% | $6,688+72.3% |
| Admin fee / account holder | $4,155 | $16,648-75.0% | $12,690-67.3% | $13,397-69.0% |