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 | $151,263 | $159,901-5.4% | $146,958+2.9% | $145,922+3.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 16.14% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,322 | $5,286-56.1% | $4,933-52.9% | $4,660-50.2% |
| Participant deferral / active EE | $13,083 | $8,428+55.2% | $8,070+62.1% | $6,688+95.6% |
| Admin fee / account holder | $1,325 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |