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 | $151,502 | $165,984-8.7% | $164,813-8.1% | $145,922+3.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $8,401 | $5,273+59.3% | $4,341+93.5% | $4,660+80.3% |
| Participant deferral / active EE | $9,031 | $6,959+29.8% | $6,031+49.7% | $6,688+35.0% |
| Admin fee / account holder | $1,227 | $16,648-92.6% | $12,690-90.3% | $13,397-90.8% |