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 | $183,380 | $159,602+14.9% | $150,045+22.2% | $142,382+28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.90% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,650 | $4,961-46.6% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $16,792 | $8,310+102.1% | $7,997+110.0% | $6,507+158.1% |
| Admin fee / account holder | $1,547 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |