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 | $174,701 | $177,572-1.6% | $154,803+12.9% | $142,382+22.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.06% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8,332 | $4,810+73.2% | $4,305+93.5% | $4,299+93.8% |
| Participant deferral / active EE | $10,268 | $6,272+63.7% | $5,540+85.3% | $6,507+57.8% |
| Admin fee / account holder | $2,127 | $16,786-87.3% | $14,329-85.2% | $12,624-83.1% |