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 | $183,093 | $197,591-7.3% | $177,821+3.0% | $158,922+15.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.06% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $10,532 | $6,697+57.3% | $5,918+78.0% | $4,761+121.2% |
| Participant deferral / active EE | $9,470 | $8,405+12.7% | $7,714+22.8% | $5,982+58.3% |
| Admin fee / account holder | $60,415 | $15,399+292.3% | $12,427+386.1% | $11,246+437.2% |