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 | $191,385 | $209,411-8.6% | $178,490+7.2% | $158,922+20.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.76% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,890 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $6,541 | $5,954+9.9% | $5,202+25.8% | $5,982+9.3% |
| Admin fee / account holder | $1,522 | $17,074-91.1% | $13,984-89.1% | $11,246-86.5% |