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 | $152,495 | $148,534+2.7% | $135,903+12.2% | $139,434+9.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.81% | 79.19%-44.4pp | 68.23%-33.4pp | 372.94%-338.1pp |
| Employer contribution / active EE | $9,849 | $5,243+87.8% | $4,856+102.8% | $4,751+107.3% |
| Participant deferral / active EE | $16,666 | $8,100+105.8% | $7,758+114.8% | $6,710+148.4% |
| Admin fee / account holder | $4,968 | $12,400-59.9% | $10,762-53.8% | $11,403-56.4% |