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 | $177,332 | $162,781+8.9% | $133,956+32.4% | $158,922+11.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.21% | 41.94%-29.7pp | 45.09%-32.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,137 | $4,975-37.0% | $3,919-20.0% | $4,761-34.1% |
| Participant deferral / active EE | $8,168 | $5,911+38.2% | $5,048+61.8% | $5,982+36.5% |
| Admin fee / account holder | $17,582 | $11,736+49.8% | $8,927+96.9% | $11,246+56.3% |