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 | $157,063 | $159,602-1.6% | $150,045+4.7% | $142,382+10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,641 | $4,961+33.9% | $4,693+41.5% | $4,299+54.5% |
| Participant deferral / active EE | $20,136 | $8,310+142.3% | $7,997+151.8% | $6,507+209.4% |
| Admin fee / account holder | $52,441 | $14,846+253.2% | $13,435+290.3% | $12,624+315.4% |