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 | $165,276 | $162,781+1.5% | $133,956+23.4% | $158,922+4.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.37% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,735 | $4,975-24.9% | $3,919-4.7% | $4,761-21.6% |
| Participant deferral / active EE | $10,446 | $5,911+76.7% | $5,048+106.9% | $5,982+74.6% |
| Admin fee / account holder | $964 | $11,736-91.8% | $8,927-89.2% | $11,246-91.4% |