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 | $178,430 | $183,519-2.8% | $155,509+14.7% | $145,922+22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,197 | $5,313+54.3% | $4,672+75.4% | $4,660+75.9% |
| Participant deferral / active EE | $16,111 | $6,462+149.3% | $5,626+186.4% | $6,688+140.9% |
| Admin fee / account holder | $89,886 | $19,313+365.4% | $15,912+464.9% | $13,397+570.9% |