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 | $182,225 | $179,726+1.4% | $156,263+16.6% | $142,382+28.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,322 | $5,069-14.7% | $4,333-0.3% | $4,299+0.5% |
| Participant deferral / active EE | $8,328 | $6,956+19.7% | $6,158+35.2% | $6,507+28.0% |
| Admin fee / account holder | $5,400 | $17,272-68.7% | $14,255-62.1% | $12,624-57.2% |