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 | $166,341 | $162,781+2.2% | $133,956+24.2% | $158,922+4.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.23% | 41.94%-27.7pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $9,990 | $4,975+100.8% | $3,919+154.9% | $4,761+109.8% |
| Participant deferral / active EE | $6,647 | $5,911+12.5% | $5,048+31.7% | $5,982+11.1% |
| Admin fee / account holder | $1,531 | $11,736-87.0% | $8,927-82.9% | $11,246-86.4% |