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 | $184,772 | $214,378-13.8% | $200,582-7.9% | $142,382+29.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.74% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $9,119 | $6,841+33.3% | $6,419+42.1% | $4,299+112.1% |
| Participant deferral / active EE | $4,705 | $9,865-52.3% | $9,331-49.6% | $6,507-27.7% |
| Admin fee / account holder | $2,526 | $17,692-85.7% | $16,305-84.5% | $12,624-80.0% |