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 | $182,209 | $183,519-0.7% | $155,509+17.2% | $145,922+24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.45% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $7,321 | $5,313+37.8% | $4,672+56.7% | $4,660+57.1% |
| Participant deferral / active EE | $17,301 | $6,462+167.7% | $5,626+207.5% | $6,688+158.7% |
| Admin fee / account holder | $824,603 | $19,313+4169.7% | $15,912+5082.3% | $13,397+6055.1% |