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 | $169,155 | $157,256+7.6% | $141,162+19.8% | $152,861+10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.01% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,032 | $5,261-23.4% | $4,735-14.8% | $4,762-15.3% |
| Participant deferral / active EE | $11,052 | $7,109+55.5% | $6,709+64.7% | $5,850+88.9% |
| Admin fee / account holder | $30,534 | $12,120+151.9% | $10,261+197.6% | $11,596+163.3% |