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 | $184,076 | $177,572+3.7% | $154,803+18.9% | $142,382+29.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $12,500 | $4,810+159.9% | $4,305+190.3% | $4,299+190.8% |
| Participant deferral / active EE | $8,359 | $6,272+33.3% | $5,540+50.9% | $6,507+28.5% |
| Admin fee / account holder | $10,136 | $16,786-39.6% | $14,329-29.3% | $12,624-19.7% |