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 | $181,990 | $165,335+10.1% | $149,696+21.6% | $158,922+14.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.39% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,057 | $5,103-20.5% | $4,644-12.7% | $4,761-14.8% |
| Participant deferral / active EE | $10,626 | $7,181+48.0% | $6,842+55.3% | $5,982+77.6% |
| Admin fee / account holder | $2,562 | $10,807-76.3% | $9,309-72.5% | $11,246-77.2% |