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 | $173,737 | $159,602+8.9% | $150,045+15.8% | $142,382+22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,401 | $4,961+69.4% | $4,693+79.0% | $4,299+95.4% |
| Participant deferral / active EE | $6,503 | $8,310-21.7% | $7,997-18.7% | $6,507-0.1% |
| Admin fee / account holder | $4,135 | $14,846-72.1% | $13,435-69.2% | $12,624-67.2% |