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 | $182,864 | $177,572+3.0% | $154,803+18.1% | $142,382+28.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.56% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,923 | $4,810+85.5% | $4,305+107.2% | $4,299+107.5% |
| Participant deferral / active EE | $10,311 | $6,272+64.4% | $5,540+86.1% | $6,507+58.5% |
| Admin fee / account holder | $15,000 | $16,786-10.6% | $14,329+4.7% | $12,624+18.8% |