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 | $186,658 | $183,519+1.7% | $155,509+20.0% | $145,922+27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.15% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,149 | $5,313-40.7% | $4,672-32.6% | $4,660-32.4% |
| Participant deferral / active EE | $8,953 | $6,462+38.5% | $5,626+59.1% | $6,688+33.9% |
| Admin fee / account holder | $3,128 | $19,313-83.8% | $15,912-80.3% | $13,397-76.7% |