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 | $206,559 | $176,812+16.8% | $146,665+40.8% | $167,490+23.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.35% | 24.03%-14.7pp | 22.74%-13.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $5,127 | $5,160-0.6% | $4,136+24.0% | $4,837+6.0% |
| Participant deferral / active EE | $2,863 | $6,440-55.5% | $5,506-48.0% | $6,341-54.9% |
| Admin fee / account holder | $10,812 | $13,259-18.5% | $10,280+5.2% | $12,309-12.2% |