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 | $174,335 | $214,378-18.7% | $200,582-13.1% | $142,382+22.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.99% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,268 | $6,841-37.6% | $6,419-33.5% | $4,299-0.7% |
| Participant deferral / active EE | $12,442 | $9,865+26.1% | $9,331+33.3% | $6,507+91.2% |
| Admin fee / account holder | $450 | $17,692-97.5% | $16,305-97.2% | $12,624-96.4% |