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 | $179,144 | $183,519-2.4% | $155,509+15.2% | $145,922+22.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,702 | $5,313-30.3% | $4,672-20.8% | $4,660-20.5% |
| Participant deferral / active EE | $4,824 | $6,462-25.3% | $5,626-14.3% | $6,688-27.9% |
| Admin fee / account holder | $181,727 | $19,313+841.0% | $15,912+1042.1% | $13,397+1256.5% |