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 | $157,861 | $154,117+2.4% | $129,995+21.4% | $139,434+13.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.72% | 32.48%-15.8pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,095 | $5,289-60.4% | $4,320-51.5% | $4,751-55.9% |
| Participant deferral / active EE | $14,226 | $6,710+112.0% | $5,820+144.4% | $6,710+112.0% |
| Admin fee / account holder | $2,596 | $14,007-81.5% | $10,614-75.5% | $11,403-77.2% |