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 | $178,744 | $159,602+12.0% | $150,045+19.1% | $142,382+25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.55% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $11,568 | $4,961+133.2% | $4,693+146.5% | $4,299+169.1% |
| Participant deferral / active EE | $11,603 | $8,310+39.6% | $7,997+45.1% | $6,507+78.3% |
| Admin fee / account holder | $7,159 | $14,846-51.8% | $13,435-46.7% | $12,624-43.3% |