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 | $187,535 | $159,602+17.5% | $150,045+25.0% | $142,382+31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.58% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,636 | $4,961-26.7% | $4,693-22.5% | $4,299-15.4% |
| Participant deferral / active EE | $18,694 | $8,310+125.0% | $7,997+133.8% | $6,507+187.3% |
| Admin fee / account holder | $700 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |