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 7-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 | $152,624 | $177,572-14.0% | $154,803-1.4% | $142,382+7.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.81% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $24,338 | $4,810+405.9% | $4,305+465.3% | $4,299+466.1% |
| Participant deferral / active EE | $13,350 | $6,272+112.9% | $5,540+141.0% | $6,507+105.2% |
| Admin fee / account holder | $1,987 | $16,786-88.2% | $14,329-86.1% | $12,624-84.3% |