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 8-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 | $160,718 | $209,411-23.3% | $178,490-10.0% | $158,922+1.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.96% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,076 | $5,706-46.1% | $5,011-38.6% | $4,761-35.4% |
| Participant deferral / active EE | $9,269 | $5,954+55.7% | $5,202+78.2% | $5,982+54.9% |
| Admin fee / account holder | $458 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |