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 | $162,697 | $198,466-18.0% | $170,442-4.5% | $147,584+10.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.32% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,201 | $6,184-48.2% | $5,433-41.1% | $4,876-34.4% |
| Participant deferral / active EE | $8,703 | $5,629+54.6% | $4,939+76.2% | $5,439+60.0% |
| Admin fee / account holder | $3,170 | $16,852-81.2% | $13,880-77.2% | $10,885-70.9% |