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 | $170,050 | $154,117+10.3% | $129,995+30.8% | $139,434+22.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $9,855 | $5,289+86.3% | $4,320+128.1% | $4,751+107.4% |
| Participant deferral / active EE | $7,643 | $6,710+13.9% | $5,820+31.3% | $6,710+13.9% |
| Admin fee / account holder | $64,918 | $14,007+363.5% | $10,614+511.6% | $11,403+469.3% |