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 | $177,189 | $124,319+42.5% | $111,297+59.2% | $167,490+5.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.05% | 37.44%-18.4pp | 54.65%-35.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $3,617 | $3,435+5.3% | $2,731+32.5% | $4,837-25.2% |
| Participant deferral / active EE | $11,211 | $5,180+116.4% | $4,487+149.8% | $6,341+76.8% |
| Admin fee / account holder | $951 | $10,618-91.0% | $7,964-88.1% | $12,309-92.3% |