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 | $187,215 | $201,272-7.0% | $184,203+1.6% | $145,922+28.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.13% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,904 | $7,022-30.2% | $6,427-23.7% | $4,660+5.3% |
| Participant deferral / active EE | $16,592 | $9,806+69.2% | $9,131+81.7% | $6,688+148.1% |
| Admin fee / account holder | $5,177 | $16,364-68.4% | $13,901-62.8% | $13,397-61.4% |