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 | $158,379 | $177,572-10.8% | $154,803+2.3% | $142,382+11.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.85% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,719 | $4,810+81.3% | $4,305+102.5% | $4,299+102.8% |
| Participant deferral / active EE | $9,834 | $6,272+56.8% | $5,540+77.5% | $6,507+51.1% |
| Admin fee / account holder | $839 | $16,786-95.0% | $14,329-94.1% | $12,624-93.4% |