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 | $169,427 | $165,335+2.5% | $149,696+13.2% | $158,922+6.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.00% | 348.15%-319.1pp | 276.60%-247.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $4,572 | $5,103-10.4% | $4,644-1.6% | $4,761-4.0% |
| Participant deferral / active EE | $10,212 | $7,181+42.2% | $6,842+49.3% | $5,982+70.7% |
| Admin fee / account holder | $4,101 | $10,807-62.1% | $9,309-55.9% | $11,246-63.5% |