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 | $213,066 | $179,726+18.6% | $156,263+36.4% | $142,382+49.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.23% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,095 | $5,069-78.4% | $4,333-74.7% | $4,299-74.5% |
| Participant deferral / active EE | $11,139 | $6,956+60.1% | $6,158+80.9% | $6,507+71.2% |
| Admin fee / account holder | $451 | $17,272-97.4% | $14,255-96.8% | $12,624-96.4% |