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 | $167,243 | $179,726-6.9% | $156,263+7.0% | $142,382+17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.66% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $14,175 | $5,069+179.6% | $4,333+227.1% | $4,299+229.7% |
| Participant deferral / active EE | $13,706 | $6,956+97.0% | $6,158+122.6% | $6,507+110.6% |
| Admin fee / account holder | $1,281 | $17,272-92.6% | $14,255-91.0% | $12,624-89.9% |