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 | $181,416 | $185,822-2.4% | $169,993+6.7% | $139,434+30.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 12.16% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $10,017 | $7,590+32.0% | $6,785+47.6% | $4,751+110.9% |
| Participant deferral / active EE | $10,422 | $11,622-10.3% | $10,408+0.1% | $6,710+55.3% |
| Admin fee / account holder | $36,419 | $15,381+136.8% | $12,815+184.2% | $11,403+219.4% |