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 | $160,547 | $165,335-2.9% | $149,696+7.2% | $158,922+1.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 70.47% | 348.15%-277.7pp | 276.60%-206.1pp | 302.83%-232.4pp |
| Employer contribution / active EE | $3,448 | $5,103-32.4% | $4,644-25.8% | $4,761-27.6% |
| Participant deferral / active EE | $7,965 | $7,181+10.9% | $6,842+16.4% | $5,982+33.1% |
| Admin fee / account holder | $1,804 | $10,807-83.3% | $9,309-80.6% | $11,246-84.0% |