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 | $179,345 | $177,572+1.0% | $154,803+15.9% | $142,382+26.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,504 | $4,810-47.9% | $4,305-41.8% | $4,299-41.8% |
| Participant deferral / active EE | $5,018 | $6,272-20.0% | $5,540-9.4% | $6,507-22.9% |
| Admin fee / account holder | $8,439 | $16,786-49.7% | $14,329-41.1% | $12,624-33.2% |