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 | $160,591 | $209,411-23.3% | $178,490-10.0% | $158,922+1.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.53% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $16,784 | $5,706+194.1% | $5,011+235.0% | $4,761+252.5% |
| Participant deferral / active EE | $8,898 | $5,954+49.4% | $5,202+71.1% | $5,982+48.7% |
| Admin fee / account holder | $1,142 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |