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 | $174,241 | $177,572-1.9% | $154,803+12.6% | $142,382+22.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.21% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,816 | $4,810+62.5% | $4,305+81.5% | $4,299+81.8% |
| Participant deferral / active EE | $6,337 | $6,272+1.0% | $5,540+14.4% | $6,507-2.6% |
| Admin fee / account holder | $930 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |