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 | $181,278 | $165,335+9.6% | $149,696+21.1% | $158,922+14.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.78% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,383 | $5,103-53.3% | $4,644-48.7% | $4,761-49.9% |
| Participant deferral / active EE | $7,186 | $7,181+0.1% | $6,842+5.0% | $5,982+20.1% |
| Admin fee / account holder | $653 | $10,807-94.0% | $9,309-93.0% | $11,246-94.2% |