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 | $177,107 | $227,553-22.2% | $189,557-6.6% | $167,490+5.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.62% | 78.40%-66.8pp | 64.17%-52.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $10,769 | $5,316+102.6% | $4,412+144.1% | $4,837+122.6% |
| Participant deferral / active EE | $8,426 | $7,002+20.3% | $6,174+36.5% | $6,341+32.9% |
| Admin fee / account holder | $3,056 | $11,878-74.3% | $9,807-68.8% | $12,309-75.2% |