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 | $167,203 | $197,591-15.4% | $177,821-6.0% | $158,922+5.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.42% | 58.76%-33.3pp | 48.32%-22.9pp | 302.83%-277.4pp |
| Employer contribution / active EE | $8,283 | $6,697+23.7% | $5,918+40.0% | $4,761+74.0% |
| Participant deferral / active EE | $18,667 | $8,405+122.1% | $7,714+142.0% | $5,982+212.0% |
| Admin fee / account holder | $403 | $15,399-97.4% | $12,427-96.8% | $11,246-96.4% |