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 | $176,255 | $177,572-0.7% | $154,803+13.9% | $142,382+23.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.06% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,436 | $4,810+33.8% | $4,305+49.5% | $4,299+49.7% |
| Participant deferral / active EE | $5,395 | $6,272-14.0% | $5,540-2.6% | $6,507-17.1% |
| Admin fee / account holder | $2,541 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |