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 | $170,721 | $148,534+14.9% | $135,903+25.6% | $139,434+22.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.70% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,988 | $5,243-43.0% | $4,856-38.5% | $4,751-37.1% |
| Participant deferral / active EE | $8,476 | $8,100+4.6% | $7,758+9.3% | $6,710+26.3% |
| Admin fee / account holder | $8,284 | $12,400-33.2% | $10,762-23.0% | $11,403-27.4% |