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 | $154,437 | $165,335-6.6% | $149,696+3.2% | $158,922-2.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,366 | $5,103-34.0% | $4,644-27.5% | $4,761-29.3% |
| Participant deferral / active EE | $8,206 | $7,181+14.3% | $6,842+19.9% | $5,982+37.2% |
| Admin fee / account holder | $20,374 | $10,807+88.5% | $9,309+118.9% | $11,246+81.2% |