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 | $182,231 | $198,466-8.2% | $170,442+6.9% | $147,584+23.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.39% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,599 | $6,184-9.5% | $5,433+3.1% | $4,876+14.8% |
| Participant deferral / active EE | $4,817 | $5,629-14.4% | $4,939-2.5% | $5,439-11.4% |
| Admin fee / account holder | $57,406 | $16,852+240.7% | $13,880+313.6% | $10,885+427.4% |