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 | $192,575 | $197,591-2.5% | $177,821+8.3% | $158,922+21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.94% | 58.76%-29.8pp | 48.32%-19.4pp | 302.83%-273.9pp |
| Employer contribution / active EE | $8,644 | $6,697+29.1% | $5,918+46.1% | $4,761+81.6% |
| Participant deferral / active EE | $17,200 | $8,405+104.6% | $7,714+123.0% | $5,982+187.5% |
| Admin fee / account holder | $1,590 | $15,399-89.7% | $12,427-87.2% | $11,246-85.9% |