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 | $169,112 | $168,632+0.3% | $147,614+14.6% | $125,391+34.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,594 | $6,252-42.5% | $5,564-35.4% | $4,866-26.1% |
| Participant deferral / active EE | $9,518 | $5,507+72.8% | $4,895+94.4% | $5,352+77.9% |
| Admin fee / account holder | $11,608 | $13,580-14.5% | $11,6110% | $9,540+21.7% |