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 | $159,155 | $165,335-3.7% | $149,696+6.3% | $158,922+0.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.76% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $7,235 | $5,103+41.8% | $4,644+55.8% | $4,761+52.0% |
| Participant deferral / active EE | $8,833 | $7,181+23.0% | $6,842+29.1% | $5,982+47.7% |
| Admin fee / account holder | $642 | $10,807-94.1% | $9,309-93.1% | $11,246-94.3% |