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 | $163,112 | $165,335-1.3% | $149,696+9.0% | $158,922+2.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.15% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,178 | $5,103-37.7% | $4,644-31.6% | $4,761-33.3% |
| Participant deferral / active EE | $10,750 | $7,181+49.7% | $6,842+57.1% | $5,982+79.7% |
| Admin fee / account holder | $854 | $10,807-92.1% | $9,309-90.8% | $11,246-92.4% |