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 | $167,904 | $217,402-22.8% | $185,823-9.6% | $167,490+0.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 20.74% | 148.36%-127.6pp | 122.05%-101.3pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,354 | $5,873-76.9% | $5,167-73.8% | $4,837-72.0% |
| Participant deferral / active EE | $7,221 | $6,356+13.6% | $5,568+29.7% | $6,341+13.9% |
| Admin fee / account holder | $3,841 | $19,811-80.6% | $16,237-76.3% | $12,309-68.8% |