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 | $144,207 | $165,984-13.1% | $164,813-12.5% | $145,922-1.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 15.81% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,273 | $5,273-75.9% | $4,341-70.7% | $4,660-72.7% |
| Participant deferral / active EE | $10,998 | $6,959+58.0% | $6,031+82.3% | $6,688+64.5% |
| Admin fee / account holder | $1,135 | $16,648-93.2% | $12,690-91.1% | $13,397-91.5% |