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 | $144,193 | $165,984-13.1% | $164,813-12.5% | $145,922-1.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 17.17% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,483 | $5,273-33.9% | $4,341-19.8% | $4,660-25.2% |
| Participant deferral / active EE | $7,941 | $6,959+14.1% | $6,031+31.7% | $6,688+18.7% |
| Admin fee / account holder | $27,859 | $16,648+67.3% | $12,690+119.5% | $13,397+108.0% |