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 | $173,729 | $176,377-1.5% | $134,143+29.5% | $158,922+9.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.74% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,631 | $5,040-28.0% | $3,704-2.0% | $4,761-23.7% |
| Participant deferral / active EE | $300 | $4,091-92.7% | $3,499-91.4% | $5,982-95.0% |
| Admin fee / account holder | $10,000 | $8,718+14.7% | $6,684+49.6% | $11,246-11.1% |