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 | $178,515 | $183,519-2.7% | $155,509+14.8% | $145,922+22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,422 | $5,313-35.6% | $4,672-26.8% | $4,660-26.6% |
| Participant deferral / active EE | $4,320 | $6,462-33.2% | $5,626-23.2% | $6,688-35.4% |
| Admin fee / account holder | $46,158 | $19,313+139.0% | $15,912+190.1% | $13,397+244.5% |