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 | $182,743 | $162,781+12.3% | $133,956+36.4% | $158,922+15.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.69% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,759 | $4,975-24.4% | $3,919-4.1% | $4,761-21.0% |
| Participant deferral / active EE | $9,656 | $5,911+63.4% | $5,048+91.3% | $5,982+61.4% |
| Admin fee / account holder | $1,878 | $11,736-84.0% | $8,927-79.0% | $11,246-83.3% |