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 | $163,504 | $177,572-7.9% | $154,803+5.6% | $142,382+14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,598 | $4,810+16.4% | $4,305+30.0% | $4,299+30.2% |
| Participant deferral / active EE | $7,956 | $6,272+26.9% | $5,540+43.6% | $6,507+22.3% |
| Admin fee / account holder | $39,729 | $16,786+136.7% | $14,329+177.3% | $12,624+214.7% |