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 | $169,973 | $197,591-14.0% | $177,821-4.4% | $158,922+7.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.86% | 58.76%-39.9pp | 48.32%-29.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,052 | $6,697-54.4% | $5,918-48.4% | $4,761-35.9% |
| Participant deferral / active EE | $10,306 | $8,405+22.6% | $7,714+33.6% | $5,982+72.3% |
| Admin fee / account holder | $54,938 | $15,399+256.8% | $12,427+342.1% | $11,246+388.5% |