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 | $176,317 | $177,572-0.7% | $154,803+13.9% | $142,382+23.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,280 | $4,810-52.6% | $4,305-47.0% | $4,299-47.0% |
| Participant deferral / active EE | $4,088 | $6,272-34.8% | $5,540-26.2% | $6,507-37.2% |
| Admin fee / account holder | $532 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |