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 | $191,232 | $167,307+14.3% | $143,757+33.0% | $134,475+42.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 54.02% | 0.46%+53.6pp | -0.04%+54.1pp | 417.96%-363.9pp |
| Employer contribution / active EE | $2,018 | $5,619-64.1% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $8,318 | $6,446+29.0% | $5,637+47.6% | $6,400+30.0% |
| Admin fee / account holder | $800 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |