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 | $160,500 | $209,411-23.4% | $178,490-10.1% | $158,922+1.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.05% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,172 | $5,706-61.9% | $5,011-56.7% | $4,761-54.4% |
| Participant deferral / active EE | $7,867 | $5,954+32.1% | $5,202+51.2% | $5,982+31.5% |
| Admin fee / account holder | $20,612 | $17,074+20.7% | $13,984+47.4% | $11,246+83.3% |