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 | $172,947 | $198,466-12.9% | $170,442+1.5% | $147,584+17.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.28% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $5,659 | $6,184-8.5% | $5,433+4.2% | $4,876+16.0% |
| Participant deferral / active EE | $5,108 | $5,629-9.3% | $4,939+3.4% | $5,439-6.1% |
| Admin fee / account holder | $1,545 | $16,852-90.8% | $13,880-88.9% | $10,885-85.8% |