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 | $183,677 | $159,602+15.1% | $150,045+22.4% | $142,382+29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.26% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,697 | $4,961-25.5% | $4,693-21.2% | $4,299-14.0% |
| Participant deferral / active EE | $13,519 | $8,310+62.7% | $7,997+69.1% | $6,507+107.8% |
| Admin fee / account holder | $32,143 | $14,846+116.5% | $13,435+139.2% | $12,624+154.6% |