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 | $183,982 | $177,572+3.6% | $154,803+18.8% | $142,382+29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $13,873 | $4,810+188.4% | $4,305+222.2% | $4,299+222.7% |
| Participant deferral / active EE | $9,264 | $6,272+47.7% | $5,540+67.2% | $6,507+42.4% |
| Admin fee / account holder | $8,920 | $16,786-46.9% | $14,329-37.8% | $12,624-29.3% |