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 | $181,882 | $203,436-10.6% | $152,466+19.3% | $167,490+8.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.98% | 13.80%-0.8pp | 757.33%-744.4pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,650 | $5,220-10.9% | $4,327+7.5% | $4,837-3.9% |
| Participant deferral / active EE | $9,977 | $6,716+48.6% | $5,820+71.4% | $6,341+57.3% |
| Admin fee / account holder | $1,478 | $22,506-93.4% | $15,805-90.6% | $12,309-88.0% |