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 | $161,674 | $159,901+1.1% | $146,958+10.0% | $145,922+10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,186 | $5,286-39.7% | $4,933-35.4% | $4,660-31.6% |
| Participant deferral / active EE | $9,559 | $8,428+13.4% | $8,070+18.5% | $6,688+42.9% |
| Admin fee / account holder | $2,366 | $15,044-84.3% | $12,998-81.8% | $13,397-82.3% |