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 | $186,867 | $197,591-5.4% | $177,821+5.1% | $158,922+17.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.10% | 58.76%-47.7pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,549 | $6,697-61.9% | $5,918-56.9% | $4,761-46.5% |
| Participant deferral / active EE | $9,207 | $8,405+9.5% | $7,714+19.4% | $5,982+53.9% |
| Admin fee / account holder | $12,859 | $15,399-16.5% | $12,427+3.5% | $11,246+14.3% |