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 | $181,177 | $185,822-2.5% | $169,993+6.6% | $139,434+29.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.17% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $9,885 | $7,590+30.2% | $6,785+45.7% | $4,751+108.1% |
| Participant deferral / active EE | $11,182 | $11,622-3.8% | $10,408+7.4% | $6,710+66.6% |
| Admin fee / account holder | $3,389 | $15,381-78.0% | $12,815-73.6% | $11,403-70.3% |