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 | $162,823 | $163,101-0.2% | $136,749+19.1% | $142,382+14.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.85% | 27.54%-14.7pp | 24.33%-11.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,246 | $4,117+51.7% | $3,400+83.7% | $4,299+45.3% |
| Participant deferral / active EE | $13,417 | $5,585+140.2% | $4,692+186.0% | $6,507+106.2% |
| Admin fee / account holder | $68,842 | $14,318+380.8% | $11,386+504.6% | $12,624+445.3% |