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 | $151,657 | $159,901-5.2% | $146,958+3.2% | $145,922+3.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,033 | $5,286-42.6% | $4,933-38.5% | $4,660-34.9% |
| Participant deferral / active EE | $9,268 | $8,428+10.0% | $8,070+14.8% | $6,688+38.6% |
| Admin fee / account holder | $35,209 | $15,044+134.0% | $12,998+170.9% | $13,397+162.8% |