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 | $167,150 | $148,534+12.5% | $135,903+23.0% | $139,434+19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.09% | 79.19%-40.1pp | 68.23%-29.1pp | 372.94%-333.9pp |
| Employer contribution / active EE | $5,140 | $5,243-2.0% | $4,856+5.8% | $4,751+8.2% |
| Participant deferral / active EE | $11,555 | $8,100+42.7% | $7,758+48.9% | $6,710+72.2% |
| Admin fee / account holder | $306 | $12,400-97.5% | $10,762-97.2% | $11,403-97.3% |