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 | $167,050 | $177,572-5.9% | $154,803+7.9% | $142,382+17.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,618 | $4,810-24.8% | $4,305-16.0% | $4,299-15.8% |
| Participant deferral / active EE | $10,905 | $6,272+73.9% | $5,540+96.8% | $6,507+67.6% |
| Admin fee / account holder | $1,973 | $16,786-88.2% | $14,329-86.2% | $12,624-84.4% |