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 | $172,585 | $176,812-2.4% | $146,665+17.7% | $167,490+3.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.05% | 24.03%-14.0pp | 22.74%-12.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $8,636 | $5,160+67.4% | $4,136+108.8% | $4,837+78.5% |
| Participant deferral / active EE | $8,646 | $6,440+34.3% | $5,506+57.0% | $6,341+36.3% |
| Admin fee / account holder | $2,917 | $13,259-78.0% | $10,280-71.6% | $12,309-76.3% |