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 | $181,182 | $157,256+15.2% | $141,162+28.4% | $152,861+18.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.71% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $7,338 | $5,261+39.5% | $4,735+55.0% | $4,762+54.1% |
| Participant deferral / active EE | $6,696 | $7,109-5.8% | $6,709-0.2% | $5,850+14.5% |
| Admin fee / account holder | $7,765 | $12,120-35.9% | $10,261-24.3% | $11,596-33.0% |