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 | $168,877 | $176,812-4.5% | $146,665+15.1% | $167,490+0.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.63% | 24.03%-9.4pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,282 | $5,160-36.4% | $4,136-20.7% | $4,837-32.2% |
| Participant deferral / active EE | $9,901 | $6,440+53.8% | $5,506+79.8% | $6,341+56.1% |
| Admin fee / account holder | $23,877 | $13,259+80.1% | $10,280+132.3% | $12,309+94.0% |