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 | $148,290 | $154,117-3.8% | $129,995+14.1% | $139,434+6.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 32.48%-20.8pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,123 | $5,289-22.0% | $4,320-4.6% | $4,751-13.2% |
| Participant deferral / active EE | $14,748 | $6,710+119.8% | $5,820+153.4% | $6,710+119.8% |
| Admin fee / account holder | $30,017 | $14,007+114.3% | $10,614+182.8% | $11,403+163.2% |