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 | $185,369 | $183,519+1.0% | $155,509+19.2% | $145,922+27.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.41% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $11,016 | $5,313+107.4% | $4,672+135.8% | $4,660+136.4% |
| Participant deferral / active EE | $7,613 | $6,462+17.8% | $5,626+35.3% | $6,688+13.8% |
| Admin fee / account holder | $5,985 | $19,313-69.0% | $15,912-62.4% | $13,397-55.3% |