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 | $185,073 | $157,256+17.7% | $141,162+31.1% | $152,861+21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.92% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $13,351 | $5,261+153.8% | $4,735+182.0% | $4,762+180.4% |
| Participant deferral / active EE | $9,919 | $7,109+39.5% | $6,709+47.8% | $5,850+69.6% |
| Admin fee / account holder | $966 | $12,120-92.0% | $10,261-90.6% | $11,596-91.7% |