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 | $200,003 | $183,519+9.0% | $155,509+28.6% | $145,922+37.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,216 | $5,313-39.5% | $4,672-31.2% | $4,660-31.0% |
| Participant deferral / active EE | $13,400 | $6,462+107.4% | $5,626+138.2% | $6,688+100.4% |
| Admin fee / account holder | $18,830 | $19,313-2.5% | $15,912+18.3% | $13,397+40.6% |