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 | $188,167 | $176,377+6.7% | $134,143+40.3% | $158,922+18.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.34% | 63.63%-60.3pp | 36.33%-33.0pp | 302.83%-299.5pp |
| Employer contribution / active EE | $770 | $5,040-84.7% | $3,704-79.2% | $4,761-83.8% |
| Participant deferral / active EE | $11,796 | $4,091+188.3% | $3,499+237.1% | $5,982+97.2% |
| Admin fee / account holder | $11,377 | $8,718+30.5% | $6,684+70.2% | $11,246+1.2% |