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 | $174,046 | $159,602+9.0% | $150,045+16.0% | $142,382+22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.50% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,824 | $4,961-22.9% | $4,693-18.5% | $4,299-11.0% |
| Participant deferral / active EE | $10,889 | $8,310+31.0% | $7,997+36.2% | $6,507+67.3% |
| Admin fee / account holder | $5,576 | $14,846-62.4% | $13,435-58.5% | $12,624-55.8% |