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 | $158,224 | $179,726-12.0% | $156,263+1.3% | $142,382+11.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 26.34% | 77.86%-51.5pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $13,847 | $5,069+173.2% | $4,333+219.6% | $4,299+222.1% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,149 | $17,272-58.6% | $14,255-49.9% | $12,624-43.4% |