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 | $171,134 | $179,726-4.8% | $156,263+9.5% | $142,382+20.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.02% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,730 | $5,069-26.4% | $4,333-13.9% | $4,299-13.2% |
| Participant deferral / active EE | $4,564 | $6,956-34.4% | $6,158-25.9% | $6,507-29.9% |
| Admin fee / account holder | $6,726 | $17,272-61.1% | $14,255-52.8% | $12,624-46.7% |