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 | $145,941 | $165,335-11.7% | $149,696-2.5% | $158,922-8.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,041 | $5,103-60.0% | $4,644-56.1% | $4,761-57.1% |
| Participant deferral / active EE | $10,586 | $7,181+47.4% | $6,842+54.7% | $5,982+77.0% |
| Admin fee / account holder | $5,009 | $10,807-53.7% | $9,309-46.2% | $11,246-55.5% |