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 | $160,173 | $162,781-1.6% | $133,956+19.6% | $158,922+0.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.60% | 41.94%-20.3pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $4,993 | $4,975+0.3% | $3,919+27.4% | $4,761+4.9% |
| Participant deferral / active EE | $3,011 | $5,911-49.1% | $5,048-40.4% | $5,982-49.7% |
| Admin fee / account holder | $3,037 | $11,736-74.1% | $8,927-66.0% | $11,246-73.0% |