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 | $188,625 | $177,572+6.2% | $154,803+21.8% | $142,382+32.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.81% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,179 | $4,810-54.7% | $4,305-49.4% | $4,299-49.3% |
| Participant deferral / active EE | $12,580 | $6,272+100.6% | $5,540+127.1% | $6,507+93.3% |
| Admin fee / account holder | $1,020 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |