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 | $185,345 | $177,572+4.4% | $154,803+19.7% | $142,382+30.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.93% | 65.07%-52.1pp | 58.88%-46.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $11,906 | $4,810+147.5% | $4,305+176.5% | $4,299+176.9% |
| Participant deferral / active EE | $9,872 | $6,272+57.4% | $5,540+78.2% | $6,507+51.7% |
| Admin fee / account holder | $12,173 | $16,786-27.5% | $14,329-15.0% | $12,624-3.6% |