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 | $167,884 | $177,572-5.5% | $154,803+8.4% | $142,382+17.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.01% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,282 | $4,810+72.2% | $4,305+92.4% | $4,299+92.7% |
| Participant deferral / active EE | $13,065 | $6,272+108.3% | $5,540+135.8% | $6,507+100.8% |
| Admin fee / account holder | $2,841 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |