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 | $158,782 | $165,984-4.3% | $164,813-3.7% | $145,922+8.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.79% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $12,159 | $5,273+130.6% | $4,341+180.1% | $4,660+160.9% |
| Participant deferral / active EE | $12,147 | $6,959+74.6% | $6,031+101.4% | $6,688+81.6% |
| Admin fee / account holder | $19,426 | $16,648+16.7% | $12,690+53.1% | $13,397+45.0% |