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 | $167,701 | $177,572-5.6% | $154,803+8.3% | $142,382+17.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.91% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,490 | $4,810+34.9% | $4,305+50.7% | $4,299+51.0% |
| Participant deferral / active EE | $7,113 | $6,272+13.4% | $5,540+28.4% | $6,507+9.3% |
| Admin fee / account holder | $1,267 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |