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 | $177,787 | $177,572+0.1% | $154,803+14.8% | $142,382+24.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.28% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,239 | $4,810+133.6% | $4,305+161.0% | $4,299+161.4% |
| Participant deferral / active EE | $5,307 | $6,272-15.4% | $5,540-4.2% | $6,507-18.4% |
| Admin fee / account holder | $3,649 | $16,786-78.3% | $14,329-74.5% | $12,624-71.1% |