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 | $185,134 | $162,781+13.7% | $133,956+38.2% | $158,922+16.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.94% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $9,852 | $4,975+98.0% | $3,919+151.4% | $4,761+106.9% |
| Participant deferral / active EE | $5,904 | $5,911-0.1% | $5,048+17.0% | $5,982-1.3% |
| Admin fee / account holder | $1,709 | $11,736-85.4% | $8,927-80.9% | $11,246-84.8% |