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 | $172,535 | $165,335+4.4% | $149,696+15.3% | $158,922+8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,059 | $5,103-59.6% | $4,644-55.7% | $4,761-56.7% |
| Participant deferral / active EE | $10,029 | $7,181+39.7% | $6,842+46.6% | $5,982+67.7% |
| Admin fee / account holder | $11,991 | $10,807+11.0% | $9,309+28.8% | $11,246+6.6% |