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 | $164,217 | $177,572-7.5% | $154,803+6.1% | $142,382+15.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.69% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,977 | $4,810-38.1% | $4,305-30.9% | $4,299-30.8% |
| Participant deferral / active EE | $6,667 | $6,272+6.3% | $5,540+20.3% | $6,507+2.5% |
| Admin fee / account holder | $58,211 | $16,786+246.8% | $14,329+306.2% | $12,624+361.1% |