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 | $185,699 | $198,466-6.4% | $170,442+9.0% | $147,584+25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.79% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $7,239 | $6,184+17.1% | $5,433+33.3% | $4,876+48.5% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $7,971 | $16,852-52.7% | $13,880-42.6% | $10,885-26.8% |