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 | $149,265 | $165,335-9.7% | $149,696-0.3% | $158,922-6.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.14% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,563 | $5,103+9.0% | $4,644+19.8% | $4,761+16.8% |
| Participant deferral / active EE | $3,083 | $7,181-57.1% | $6,842-54.9% | $5,982-48.5% |
| Admin fee / account holder | $819 | $10,807-92.4% | $9,309-91.2% | $11,246-92.7% |