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 | $185,083 | $148,534+24.6% | $135,903+36.2% | $139,434+32.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.15% | 79.19%-54.0pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,538 | $5,243-51.6% | $4,856-47.7% | $4,751-46.6% |
| Participant deferral / active EE | $7,064 | $8,100-12.8% | $7,758-8.9% | $6,710+5.3% |
| Admin fee / account holder | $14,957 | $12,400+20.6% | $10,762+39.0% | $11,403+31.2% |