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 | $180,297 | $176,377+2.2% | $134,143+34.4% | $158,922+13.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.42% | 63.63%-43.2pp | 36.33%-15.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $10,946 | $5,040+117.2% | $3,704+195.5% | $4,761+129.9% |
| Participant deferral / active EE | $16,113 | $4,091+293.8% | $3,499+360.5% | $5,982+169.3% |
| Admin fee / account holder | $1,330 | $8,718-84.7% | $6,684-80.1% | $11,246-88.2% |