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 | $183,102 | $165,335+10.7% | $149,696+22.3% | $158,922+15.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.21% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,454 | $5,103+6.9% | $4,644+17.4% | $4,761+14.5% |
| Participant deferral / active EE | $4,710 | $7,181-34.4% | $6,842-31.2% | $5,982-21.3% |
| Admin fee / account holder | $1,639 | $10,807-84.8% | $9,309-82.4% | $11,246-85.4% |