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 | $177,009 | $162,781+8.7% | $133,956+32.1% | $158,922+11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.18% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $7,243 | $4,975+45.6% | $3,919+84.8% | $4,761+52.1% |
| Participant deferral / active EE | $10,077 | $5,911+70.5% | $5,048+99.6% | $5,982+68.5% |
| Admin fee / account holder | $1,302 | $11,736-88.9% | $8,927-85.4% | $11,246-88.4% |