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 | $163,311 | $157,256+3.8% | $141,162+15.7% | $152,861+6.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.06% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $14,034 | $5,261+166.8% | $4,735+196.4% | $4,762+194.7% |
| Participant deferral / active EE | $7,314 | $7,109+2.9% | $6,709+9.0% | $5,850+25.0% |
| Admin fee / account holder | $1,452 | $12,120-88.0% | $10,261-85.8% | $11,596-87.5% |