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 | $175,724 | $157,256+11.7% | $141,162+24.5% | $152,861+15.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.46% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,971 | $5,261+70.5% | $4,735+89.5% | $4,762+88.4% |
| Participant deferral / active EE | $16,286 | $7,109+129.1% | $6,709+142.7% | $5,850+178.4% |
| Admin fee / account holder | $1,341 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |